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How to Add Documents to Customer Files
How to Add Documents to Customer Files

How to add documents and photos to customer accounts

Jonathan Conaway avatar
Written by Jonathan Conaway
Updated over a week ago

Many of you have contract agreements, customer property photos, and other various documents related to your customers. Well... CLIPitc can help you keep track of those as well!

We will be covering the few simple steps required to attach these documents to your customer files in CLIPitc.

First, go to the customer's file in CLIPitc then click on the Documents tab.

Now you can add the document or photo by either dragging it or clicking on "Select Files To Upload".

Once the document or picture has been selected, enter a description then click Submit to save it to the customers file in CLIPitc.

These files will remain a part of this customers file until you delete or over write them.

If you have any questions please visit our Help Center or log into chat at the bottom of the page at We are more than happy to answer any questions you may have.

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