The Documents Page

If you have enabled document viewing, the Documents page enables customers to view any documents attached to their record.

To view any documents, the customer simply clicks the appropriate View Document link.

Microsoft Excel, Word, text files and all pictures will appear directly in the Internet browser. Hyperlinks will appear in a new browser window. For all other files, the customer will be prompted to save the file to their computer.

Troubleshooting Document Links

If the customer receives an error message:

This error message means that something is wrong with the document link. To resolve it, check out the following two items:

Please review the document on customer's Links page to ensure that the path to the document is correct. If it is not, please recreate the Document link.
Check the rights for the file.

To check the rights of the file:

Navigate to the location where the file is located on your computer or network.
Right-click the file and select Properties. The Properties dialog box appears.
Click the Security tab.

If the Internet Guest Account appears, select it and verify that the Read & Execute and Read check boxes are selected in the Allow column of the Permissions list box. If they are, click OK.
If the Internet Guest Account does not appear, click Add. The Select Users or Groups dialog box appears.

If your computer name does not appear in the From this location field, click Locations. The Locations dialog box appears. Navigate to and select your computer. Click OK.
Type IUSR_(COMPUTER NAME) into the Enter the object names to select field where (COMPUTER NAME) is the name of the web-server.

Note:
To determine the name of the computer, right-click the My Computer icon on your desktop, select Properties from the pop-up menu, and click the Computer Name tab.

Click OK. The Select Users or Groups dialog box disappears.
Select the Internet Guest Account and verify that the Read & Execute and Read check boxes are selected in the Allow column of the Permissions list box. If not, select them now.
Click OK. The Properties dialog box disappears.

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