---
title: "Attach documents to the customer profile"
url: "https://help.simasuite.com/en/article/customers-providers-attach-documents-to-the-customer-profile-cp-ldp-en"
language: "en"
last_updated: "2026-06-12T07:11:03.543Z"
---

# 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.