How to add Documents for a customer.
To add documents for a customer, follow these steps:
Navigate to the side navigation bar and choose "Customers" from customers.
Select the particular customer you wish to add documents.
Locate the "Documents" tab and click on it.
Look for the "Documents +" button at the top right corner of the window and click on it.
On the new window labeled "Attach files", you can either drag and drop files or click on the "Browse" button to select files from your system.
Provide a brief description of the files you are attaching in the "Description" box.
Click the "Upload" button to save and upload the document to the customer.
Congratulations, you have now successfully added a document to the customer.