Documents Tab

This section describes the fields and actions on the Documents tab of the Customers workspace.

Tab Fields

Field	Description
Document	This field displays the file name of the document attached to the customer. The field is automatically filled in by Maconomy and cannot be changed manually. Click on the file name to download the document.
Type	This field displays the file type/format of the document attached to the customer (for example: .doc, .xls, .ppt, and so on). The field is automatically filled in by Maconomy and cannot be changed manually.
Size	This field displays the file size (in bytes) of the document attached to the customer.
Changed On	This field displays the date on which the file/document was last modified. If the file has not been modified, the field shows the date on which the file was attached to the customer.
Changed By	This field displays the name of the last user to upload the file/document to the current customer.
Remark	Enter any additional remarks in this field.

Tab Actions

Button	Description
	Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click this icon to maximize the table view. Click this icon to restore the default display size of the table.
	Click this icon to open the Customize Columns window.