To add files or scanned customer's information we can go to Customers -> Customers




Once you see the list of customers click on   to access the client's file:



Now, go to Files section.

There you can add files by clicking Once you've clicked, you'll see a window like the following:



To upload the file press the button You can also add a name and a description. You can also select the option to show the file in the client's personal area. This is useful when you want to share documents with your client's