Attach documents to the customer profile

Attach documents to the customer profile

Upload a scanned document to the customer profile to link it.

To link a document, follow these steps:

• Click the add document icon (form header).
• Select, drag and drop the file you want to add in the pop-up window.

Link more than 1 document to the customer profile

From the pending requests form you can add more than 1 document to the customer profile. Follow these steps:

• Click the add document icon (form header).
• Select, drag and drop the file you want to add in the pop-up window.

Document name format

Uploaded documents must follow these file naming rules:

• Third parties: FileName_1-ThirdPartyId; for example:
• FileName_1-428 → Will be linked to third-party profile number 428.
• Potentials: FileName_2-PotentialId; for example:
• MyFileName_2-345 → Will be linked to potential profile number 345.