How to Manage Customer Files
To view customer files
- While in the customer's record, click Files.
- Uploaded files will appear in a list.
To upload a file
- Drag a file from your computer to the Files screen OR click on the Select Files button to select files from the folders on your computer.
- Click on Upload File(s) to complete the file upload.
Note: You can drag or select multiple files for upload at one time.
To download a file
- Click Download icon on the file row you wish to download.
Note: If there is a Checkmark icon next to the file you want to download, click on it and the Download icon will appear.
To edit a file name
- Click on the title of the file.
- Make your edits.
- Click on the Checkmark icon to save your edit.
To delete a file
- Click the Delete icon on the file row you wish to delete.
- Click Delete to confirm.