Customer Documents
Store, generate, and manage files directly within a customer profile
Customer Documents allow organizations to store, generate, and manage files directly within a customer profile.
This provides a centralized location for storing documentation associated with a customer, ensuring that important records remain easily accessible to staff.
Documents are managed within the Documents section of the customer profile.
Document Types
The Documents section supports multiple types of records associated with a customer.
These include:
- Uploaded files
- Generated documents
- Forms associated with the customer
This allows businesses to store both externally created files and documents generated directly within the platform.
Uploading Files
Staff can upload files directly to the customer profile.
Files can be uploaded by selecting Choose File or by dragging and dropping files into the upload area.
Common supported file formats include:
- DOC
- DOCX
- JPG
- PNG
Once uploaded, files become part of the customer's stored records.
Creating Documents
Staff can create new documents directly from the customer profile.
Selecting Create Document allows a document to be generated and associated with the customer.
These documents can be used for operational, legal, or administrative purposes.
Examples may include:
- Membership agreements
- Customer contracts
- Service confirmations
- Internal documentation
Creating Forms
Staff can also create forms associated with a customer profile.
Selecting Create Form allows a form to be generated and linked to the customer.
Forms can be used for structured data collection or agreements.
Examples include:
- Consent forms
- Waivers
- Customer onboarding forms
- Membership forms
Managing Customer Documents
All uploaded files, documents, and forms are stored within the Documents section of the customer profile.
Staff can view and manage documents directly from the profile.
This ensures that important records remain linked to the correct customer and can be accessed whenever needed.
Why Customer Documents Matter
Customer documents centralize important files and agreements within the CRM.
By storing documentation directly on the customer profile, organizations can maintain clear records and ensure that relevant documents remain easily accessible to staff.