Associating Documents to a Customer

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.