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Uploading Files to Customer Profile
Uploading Files to Customer Profile
Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

Overview

Documents, like contracts or agreements, can be uploaded through the Admin side using the Upload File feature on the right side of the customer screen.


How

  1. From a customer profile page, click the blue "+" button to attach files.

  2. Drag and drop files into file upload page or click to browse computer to find the file you would like to upload to the profile.

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