How can I upload a document?

How to upload a document to a customer

You can add documents to both the Company and Property level. The types of documents you might want to add are drawings, past bids, word documents, pdf's, etc.

After you navigate to a Company/Property you will need to click on the "Document" icon here:



The types of documents are either going to be "General" or "Warranty". 


If you upload a document to the Company level you will have the choice to choose between "All Properties" or an "individual" Property:



Give your file a name, and a description. You can choose if you would like this document to be viewed by your customer through the Client Portal by checking the box "Show in Client Portal". After you have added your document you can view them from the Cloud tab:




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