Customer management: Upload a document to a customer profile

Modified on Tue, 14 May, 2024 at 2:18 PM

1.  Go to 'Customers>Individuals' or 'Customers>Companies'  and select the profile were you want to upload the document, click 'pen' at the end of the line to edit the profile.

2. Click on 'Documents' tab.


3.  Click 'Upload' in top right corner.



4. Drop document in grey box or select document. 

5. After document is loaded click 'Upload' button below the uploaded document.

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