Customer Record - Data & Docs
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      How can I upload documents to a customer record?

      Discover the process of uploading a document to an existing customer record.

      To upload documents into a customer record, follow these steps:
      1. Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
      2. In the customer record, ensure that you have selected the Data & Docs tab.
      3. Scroll below the Customer Details panel, then open the Documents panel to view all documents gathered in a customer record.
      4. Click Upload Document to the far right of the Documents panel.
      5. In the Upload Supporting Document panel, enter a name for the document and select the file from your computer.
      6. Once the document has been selected, click Save & Continue.

      Accepted file types include: .pdf, .jpeg, 'jpg

      Here is a short video that provides a clear explanation of the process mentioned above: