---
title: "Adding Files to Customers"
slug: "adding-files-to-customers"
updated: 2025-10-07T14:17:11Z
published: 2025-10-07T14:17:11Z
canonical: "help.nexudus.com/adding-files-to-customers"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Files to Customers

You can easily add external files to any customer's record via the **CRM** tab in their account.

*For example, you have a marketing PDF with your new plans and prices for the coming year.*

You can choose between [sharing the files with the customer](/docs/sending-files-to-customers) or keeping them internal. If you share the document, you can also [request a digital signature](/v3/docs/digital-signature).

You can **upload files** to a customer's account using most of the **common formats available**, including:

- **.jpeg / .jpg / .png / .svg / .gif** for images
- **.pdf .docx / .odt / .txt** for documents and contracts
- **.ppt / .pptx** for presentations and slide decks
- **.xlsx / .xls / .csv / .ods** for spreadsheets
- **.webp / .html / .rtf / .xml** for other files

All the files you upload to the Admin Panel must be **under 10MB**.

![AddingExternalFilesToCustomerRecords.gif](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/AddingExternalFilesToCustomerRecords.gif)

---

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Operations > Members and contacts**](https://dashboard.nexudus.com/operations/coworkers).
3. Click **CRM > Files**.
4. Click on **Add documents**.
5. Click **Create the document by uploading a file**.
6. Click **Select File** and choose the file you want to upload.
7. Click on **Preview File** to open a pop-up screen that lets you check the way the file will be displayed to the customer.

*You can preview **.pdf**, **.html**, **.txt**, **.xml**, **.jpg**, **.jpeg**, **.png**, **.webp**, and **.gif** files.*

1. Add **Notes** if needed.

          These notes are included in the email notification customers receive if you share the file with them.

          

1. Toggle on **Share this document with the customer** if you want customers to receive an email notification about the file and be able to access it on the Members Portal.
2. Toggle on **Digital signature**  if you want the customer to sign the document you share with them.

          You need to have the [Digital Signature](/v3/docs/digital-signature) integration enabled to use this feature.

          

1. Click the **Save Changes** button.

---

The document is now available on the Admin Panel. If you requested a digital signature, we'll create a signed copy of the document as soon as the customer signs it.

![CustomerFilesSection](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CustomerFilesSection.png)

If you toggled on **Share this document with the customer**, they will also receive an email notification with a link to the file.

![CustomerFilesSendNotification.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CustomerFilesSendNotification.png)

Clicking on the link will redirect them to the *Files* tab under **My Activity** on the Members Portal from where they can see all the files you've shared and download them.

![MyActivityFiles_MP](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/MyActivityFiles_MP.png)