Associating Documents to a Customer

Overview

The following helpsheet shows you how to associate documents to a customer.

STEP 1

Under 'Main Menu', select 'Customers'.

STEP 2

Click on the customer that you want to add a document to, then click on the document icon (

) at the bottom.

STEP 3

Next, click on the second plus button [+].

STEP 4

This will then open the add a document screen. Click on the folder on the right hand side which opens the documents area.

STEP 5

Choose the document that you want to associate to the customer.

STEP 6

Your document has now been attached to the customer. Click on the flag icon at the bottom right hand side to complete.