How to Upload Documents to a Customer Record

Overview:
Keep all relevant files—contracts, invoices, product specs—linked directly to each customer for easy access and auditability.

Steps:

1. Navigate to Customer Management → Customers and open the desired customer profile.

2. Click the Documents tab.

3. Click Upload Document, select one or more files from your computer, and click Open.

4. (Optional) Enter a Description, choose or create a Tag, and set a Category (e.g., Contract, Invoice).

5. Click Save. The document will appear in the list with upload date, uploader name, and metadata.

Tips & Best Practices:

• Use descriptive filenames (e.g., Acme_Contract_2025-04-01.pdf) so you can find files at a glance.

• Tag documents by type or project phase to filter quickly.

• Limit individual file size to under 50 MB to ensure smooth uploads.

Troubleshooting / FAQs:

• Upload fails or stalls: Check your internet connection and file size; try uploading a smaller file to test.

• Documents tab not visible: Ensure the “Customer Documents” module is enabled under Settings → Module Management.

• Cannot download preview: Download the file locally and open with the appropriate application.