Introduction to Epicor WebDocs Application
The cloud-based document application for storing and accessing customer invoices, credits, and accounts receivable statements.
Learn how Epicor WebDocs cloud-based storage helps streamline and simplify access to customer documents. This video provides a quick overview of how you can use WebDocs to:
- Search by customer PO number or part number
- View invoices, handwritten credit memos, and customer billing statements
- Email invoices to customers or print locally
- Use signature capture at the counter or at the time of delivery for proof of delivery
- Implement a self-serve configuration that allows customers to log in, view, and retrieve documents
