Add a Customer File

An example of a Customer File would be a Tax Exempt Form or an Inventory Agreement Form.

Option 1: File Type

• Click on the + icon to the right of Files.
• Choose a File from your Computer.
• Choose the File Group.
  (additional File Types can be created in Settings > Dockets > Order Options File Group)
• Click Save. 

Clicking the down arrow to the right of Save will allow you to Save and Add a New file.

Option 2: URL Type

• Click on the + icon to the right of Files.
• From the Type dropdown choose URL.
• Provide a File Name.
• Paste the URL into the URL field.
• Choose the File Group.
  (additional File Types can be created in Settings > Dockets > Order Options File Group)
• Click Save. 

Clicking the down arrow to the right of Save will allow you to Save and Add a New file URL.

File Actions

Edit

This allows you to reassign the File Group.

Download

This allows you to download the file.

Create Thumbnail

This allows you to create a Thumbnail image from the selected file

Copy URL

This allows you to copy the URL of the File for image hosting needs.

Delete

This allows you to delete the file.

For a list of acceptable file format types, see Support - Acceptable File Types.