1. Under Knowledge Base
  2. Customers
  3. Customer Record - Data & Docs

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: