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