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Uploading PDF files to Customer Portal
Uploading PDF files to Customer Portal

To upload the documents that your customers will be able to see in the proposals, follow the steps below.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

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1. Click on Company Settings

Click on  Company Settings

2. Click on Customer Portal

Click on Customer Portal

3. Click on Browse in the field you would like to update

Click on Browse in the field you would like to update

4. Select your file

Select your file

5. Your file is uploaded

Your file is uploaded

6. Click on Save

Click on Save


To Delete the file...


7. Click on Customer Portal

Click on Customer Portal

8. Click on Delete

Click on Delete

9. Click on Customer Portal

When you delete the file, it will redirect you to Company Info
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Click on Customer Portal

10. The file has been deleted

The file has been deleted
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