📝 Overview
Staff can manually attach files directly to a customer profile or an event page through the admin side of Dash. This is useful for storing documents like contracts, agreements, permits, or any reference files that need to be associated with a specific customer or event.
✍️ Note: This article covers manual, staff-side file uploads. If you are looking to collect files from customers during program registration, see the File Uploads Feature article below.
👤 Customer Profile
📤 Uploading Files
Click the arrow to learn how to upload a file to a customer profile
Click the arrow to learn how to upload a file to a customer profile
Navigate to the customer's profile page.
Click the blue "+" button on the right side of the screen.
Drag and drop your file into the upload area, or click to browse your computer for the file you would like to attach.
🗂️ Managing Uploaded Files
Click the arrow to learn how to manage uploaded files on a customer profile
Click the arrow to learn how to manage uploaded files on a customer profile
Once a file has been uploaded, click the three-dot icon next to the file to manage it. The following options are available:
Download File: Download a copy of the file to your computer.
Send Signature Request: Send the file to the customer for a digital signature.
Rename: Update the display name of the file.
Delete: Permanently remove the file from the profile.
📅 Event Page
📤 Uploading Files
Click the arrow to learn how to upload a file to an event
Click the arrow to learn how to upload a file to an event
Open the event from the calendar.
Select Files on the left-hand side of the event page.
Click the "+" button in the top right corner to attach files to the event.
🗂️ Managing Uploaded Files
Click the arrow to learn how to manage uploaded files on an event page
Click the arrow to learn how to manage uploaded files on an event page
Once a file has been uploaded, click the three-dot icon next to the file to manage it. The following options are available:
Download File: Download a copy of the file to your computer.
Send Signature Request: Send the file to the customer for a digital signature.
Rename: Update the display name of the file.
Delete: Permanently remove the file from the event.