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button next to the document type. A file upload dialog box will be displayed allowing you to select a file from your local computer.File Uploads
When preparing an order the CMSC software allows representatives to upload documents such as Purchase Orders to the system. The system associates the documents uploaded with the order and allows anyone with access to the order to view, download or print the attached documents. Documents attached to the order are not uploaded to the ClimateMaster Business Center software when the order is submitted.
October 2018 release - Three additional documents in addition to Purchase Orders may be attached to an order. Credit Applications, Tax Exempt Certificates, and Project Information worksheets may be attached. Each document must meet the same requirements as the Purchase Order document described in this section.
Selecting a File
To select a file from your local computer to be uploaded click the button next to the document type. A file upload dialog box will be displayed allowing you to select a file from your local computer.
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File Types Allowed
Representatives can upload documents of type PDF, DOC, DOCX, XLS, and XLSX. If you attempt to upload a document type that is not allows by the system you will received the following error message:
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Once the user has selected a file the system will upload it to the system and will display a status bar during the upload process. The representative may cancel the upload process at any time by pressing the .png){kind=small}
button.
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Once the file has been uploaded to the CMSC, the display next to the document will change to include two additional icons. Once icon allows the user to view the document while the other icon allows the user to delete the document.
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If you attempt to upload another document without first deleting the existing document you will receive a message similar to the following figure.
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To delete an existing document click the .png){kind=small}
icon. You will be prompted to confirm the deletion of the document. Click OK to delete the document and remove its association with the order. Click Cancel to cancel the deletion and return to the order. Deleting the document also deletes the file from the server. It does not delete the file from your local computer.
If you wish to view the document click the .png){kind=small}
icon. Depending upon the web browser that you are using and the type of document you may be prompted to open the document or save the document.