---
title: How can I upload documents to a customer record?
description: Discover the process of uploading a document to an existing customer record.
---

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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:

<iframe src="https://www.loom.com/embed/be157d8ed6d441ca994c4fd36de392fa?sid=ab7b6ae2-9ee3-4737-a615-cf2afc83b2bb" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

 

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