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How do I add more files/photos to the customer?

Uploading Files or Photos for Customers

Hanna Genarah avatar
Written by Hanna Genarah
Updated over a year ago

Here's how to add more files or photos for a customer:

  1. Customer View (Pre-sale): Inside the customer proposal profile view, navigate to the "Documents" tab and click on the "Add" button within the documents popup.

  2. Project View (Post-sale): In the project view, scroll to the "Cloud Storage" section. Click on the folder, then select the "Upload" button or icon.

During the upload process, choose the relevant type for your files (e.g., utility bill, site survey, driver license).

If you're still encountering problems after these steps, please notify our support team for further guidance. We're here to assist!

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