View Documents Attached to an Account

Use the Documentation panel to view a list of documents that are attached to the account. You can also select a document and view it. You must have the View Attached Documents Permission.

To view documents attached to an account

1. In the Reference Panel navigation bar, click Available Panels and then click Documentation.

2. To view a document, in the Name column, click the link. The document appears minimized beneath the status bar. Click the document to open it in the associated program (for example, Word, Excel).

Related Topics

Data Grids

Documentation

View Attached Documents Permission