---
title: "Adding Files to Customers"
slug: "adding-files-to-customers"
updated: 2025-10-07T14:17:11Z
published: 2025-10-07T14:17:11Z
---

> ## 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 {{variable.customer}}'s record via the **CRM** tab in their account. 

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

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

You can **upload files** to a {{variable.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 {{variable.AdminPanel}} must be **under {{variable.FileSize_Maximum}}**.

![AddingExternalFilesToCustomerRecords.gif](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/AddingExternalFilesToCustomerRecords.gif){height="" width=""}
* * *
1. {{snippet.FirstStepProcedure}}
2. {{variable.CLICK}} {{variable.Customers_Link}}.
3. {{variable.CLICK}} **CRM > Files**.
4. {{variable.CLICK_ON}} **Add documents**. 
5. {{variable.CLICK}} **Create the document by uploading a file**. 
6. {{variable.CLICK}} **Select File** and choose the file you want to upload. 
7. {{variable.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.*

8. {{variable.ADD}} **Notes** if needed.
:::(Info) (These notes are included in the email notification {{variable.customers}} receive if you share the file with them.)
:::
9. {{variable.TOGGLE_ON}} **Share this document with the {{variable.customer}}** if you want {{variable.customers}} to receive an email notification about the file and be able to access it on the {{variable.MembersPortal}}. 
10. {{variable.TOGGLE_ON}} **Digital signature**  if you want the {{variable.customer}} to sign the {{variable.document}} you share with them.
:::(Warning) (You need to have the [Digital Signature](/v3/docs/digital-signature){target=`_blank`} integration enabled to use this feature.)
:::
11. {{snippet.Save_Changes}}
* * * 
The {{variable.document}} is now available on the {{variable.AdminPanel}}. If you requested a digital signature, we'll create a signed copy of the {{variable.document}} as soon as the {{variable.customer}} signs it.

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

If you toggled on **Share this {{variable.document}} with the {{variable.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){height="500" width=""}

Clicking on the link will redirect them to the *Files* tab under **My Activity** on the {{variable.MembersPortal}} 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){height="" width=""}