To upload files to a customer's profile, follow the steps below:
To add files to a customer's profile, you must first do the following:
- Create a form from the Forms Management Screen and insert the Form File Upload option to the document.
- Once you're finished creating it and submit it, you'll be able to add images to this item in the Forms section of the customer's profile.
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1. Click Customers at the top of the screen. Then select the client.
2. Select the Forms tab.
3. Click the green Fill New Form drop-down. Then select the form you created from the list.
4. Click Choose a File to upload a file from your computer files.
5. Click and drag the image over to the design.
6. You'll see the image on the list. Click Choose a file to add another image. Click the X option if you want to remove it.
7. Click Save when you're ready.
8. You'll be able to edit or add a new image by clicking Edit. Click Download All to download a copy to your computer files.