Add Customer Attachments

If you want to keep attachments on file for a customer, such as a damage waiver, rental contract, credit authorization, you can save these documents on the customer details page.

In this article, we'll walk through the steps to add attachments for a customer.

Before You Start

Add Customer Attachments

To add attachments for a customer, follow these steps:

  1. Search for your customermceclip0.png
  2. Click to View Customermceclip1.png
  3. Click the Attachments tabmceclip0.png
  4. Click Add Attachment
  5. Navigate to the file on your computer and click open or save


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