Guide to Customer Documents

Document Metadata

Category: Guides → Document Guide
Audience: Administrators, Support Team, Customer-Account Managers
Difficulty: Beginner to Intermediate
Time Required: 5–10 minutes
Prerequisites: Access to the platform’s customer account area and basic familiarity with Documents/Files within the system.
Related Topics: Invoices (managing billing docs), Contracts (provider contracts)
Next Steps: Go to the customer’s Documents / Files section to upload or manage relevant documents, then review your process for document retention & version-control.

The ConnexCS system has several document types available for customers to manage their experience.

You can view and manage these sections from within the individual customer accounts.

Invoices

The Invoices tab displays a record of invoices sent to the account. These can be automatically generated.

You can also add extra lines, packages, minutes, and more.

Click the entries to display more detailed information. Click here for more information.

Contracts

The Contracts section lists provider contracts associated with the active customer account.

Click on the record's name for more details. Click here for more information.

Documents

The Documents section collects various files from the customer.

Click here for more information.