Manage Documentation Associated with Customers

admin

2 min read

Updated: December 5th, 2021

Where can I manage the documentation of my Customers?

1. To view the documents that have been added and uploaded to your Customer’s profile, go to the ‘Customers’ section.

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the customer data, or just select the customer profile from the customers list.

3. Click on the ‘Docs’ tab. On the Docs tab, you can find the supporting documents uploaded to your Customer’s profile. You can download the file or delete it.

4. To add more files associated with your customers, click on . Choose the file you want to upload. Add a file name on the ‘File Title’ and you can add a description of the file on the ‘Description’ field.

5. Once done, click on ‘Save’ to store the attached file