Assigning E-Document Packages to Customers and Vendors

To assign e-document packages to customers and vendors, perform the following steps:

To assign e-document packages to customers:

1. Go to Lists > Relationships > Customers.
2. Select the customer from the list to assign an e–document package.
3. Click the E–Document subtab and select an e–document package from the E–Document Package field.
4. Click Save.

To assign e-document packages to vendors:

1. Go to Lists > Relationships > Vendors.
2. Select the vendor from the list to assign an e–document package.
3. Click the E–Document subtab and select an e–document package from the E–Document Package field.
4. Click Save.