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

STEP 1
Under 'CRM,' select 'Customers.'

STEP 2
Click on the customer that you want to add a document to, then click on the blue script at the bottom.

STEP 3
Click on the plus button.

STEP 4
This will then open the add a document screen. Click on the folder on the left 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 red cross at the bottom right hand side to complete