In My Business (https://mybusiness.docuware.com), you have been able to access many important functions for some time now, with which you can manage your customers and assign them various rights. For example, you can...
You can now also view the contract information in My Business. This means that in the future they will no longer be sent by email.
In addition, “Alarm View” is integrated into the subscription list by default. Clicking on the button of the same name will filter the list to show only subscriptions that meet one of the following criteria:
Now, if you click on a customer in “My Company” within the subscriptions, you will be taken to a detailed view of the contract details.
In addition, a CSV file is also available for download in My Business under Products, which provides you with a complete overview of all customer subscriptions, including prices and products.
Please note that the list prices are only visible to contacts on the Administration team.
If you have any questions, please contact the Orders team at dworders@docuware.com.