Introduction to Epicor WebDocs Application

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