Adding Files to Customers
  • 22 Aug 2023
  • 1 Minute to read

Adding Files to Customers

Article Summary

You can add external files to any customer via the CRM tab in their account. You can also generate a document using document templates and add them to proposals

In both cases, you choose between sharing the files with the customer or keeping them internal. You can also request a digital signature if you enabled the Digital Signature.

Adding External Files

You can upload files in most of the common formats available such as:

  • .pdf
  • .jpeg / .jpg / .png / .svg
  • .docx / .odt
  • .xlsx / .ods

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

  1. Log in to if you aren't already.

  2. Click CRM > Files.

  3. Click Add documents.

  4. Click Select File and pick the file you want to upload.

  5. Add Notes if needed.

These notes are included in the email notification customers will receive if you decide to share the file with them.
  1. Enable the Share this document with the customer toggle if you want customers to receive an email notification about the file and be able to access it on the Members Portal.

  2. Enable the relevant Digital signature toggles if you want the customer to sign the document you share with them.

You need to have the 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.


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


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


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