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