Discover the process of uploading a document to an existing customer record.To upload documents into a customer record, follow these steps:
- Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
- In the customer record, ensure that you have selected the Data & Docs tab.
- Scroll below the Customer Details panel, then open the Documents panel to view all documents gathered in a customer record.
- Click Upload Document to the far right of the Documents panel.
- In the Upload Supporting Document panel, enter a name for the document and select the file from your computer.
- 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: