eDocs Guide
Uploading and storing documents is made easy with eDocs
This module comes with an additional permission that will need to be added to all those who will be updating and adding documents.
This permission will have to be added per user by a Company Admin.
(If you do not have the customer created to add this document, you can follow this guide Customer Master Data (zohodesk.com) for instructions on how to add them into the customer master)
To start you will navigate to the eDocs Module in eBound.
Here you will be brought to your main screen
1. To add a new file into the system you will want to click on New and select the information you are going to store.
You have several options, FFL, LOA, SOT, California Firearms License, Variance, etc.
2. After selecting the Document Type you are going to add, you will need to associate it with one or all of your current FFL's in eBound.
Click the down arrow on Associated FFL and either select individual FFL's or you can select all.
3. Now you will want to click on Choose File and navigate to the location of the File you would like to upload.
After the file is uploaded you will see the name of the file in lieu of "No file chosen" you can then add a description of what the file is.
4. Now you will want to add the Company/Customer that this file is associated to.
If they are a current FFL holder, they should populate from the EZCheck integration.
5. If there is any additional information you would like to add or associate, you can do so below that field. When everything is complete you can click save.
7. After clicking save you can see in several places that when you have this customer selected for a transaction,
they will now have an indicator on whether they are current and if they are on file.
For an example of this you can go to | eBound | FFL Management | Customer Master | Search the customer's name | Select Modify for that customer |
You can now see two green boxes at the bottom of their profile.
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