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Upload Documents to a Utility Record

In Utility Edit, you can upload documents to a utility record.

  1. Open the utility record you want to attach a document to in Utility Edit.

  2. Click the Document Upload button on the toolbar.

  3. Click the New Document button.

  4. In the Description field, enter a description of the document , for example, Terms of Service.

  5. In the Status field, select Active.

  6. Next to the File Name field, click the Browse button.

  7. Navigate to the document to be uploaded and click Open.

  8. Click Save, or if you want to attach another document, click Another.

  9. Click Close on the Document Manager.