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