Setting Up a Vendor

  1. From the Agents/Vendors Setup window, right-click and select Add Agent.
  2. Enter the Agents details and then navigate to the Comments tab to add the additional comments or document image.
  3. In the Comments tab, click Add Comment to enter a new comment and the relevant details.
  4. Navigate to the Document tab to upload, scan or export an image file.
  5. Click Save.
  6. Click OK to save the Agent details.