Customer Documents
What Are Customer Documents?
Documents are internal reference files attached to a customer's profile. They are for your team's use only — they are never sent to the customer.
Use documents to store:
- Signed contracts or agreements
- Internal notes or case files
- Screenshots of correspondence
- Any supporting documentation
Looking to send files to customers? Use Invoices instead — invoices can be automatically attached to chase emails.
Upload a Document
- Open a customer's profile
- Scroll to the Documents section (below Invoices)
- Drag and drop a file, or click to browse
- Any file type is accepted (PDF, images, Word, Excel, etc.)
- The document appears in the list immediately
Download or Delete
- Click the download icon to save a copy
- Click the delete icon to permanently remove the document
Documents vs Invoices
| Documents | Invoices | |
|---|---|---|
| Visible to customer? | No — internal only | Yes — attached to chase emails |
| File types | Any | PDF, DOC, XLSX only |
| Where | Customer profile → Documents | Customer profile → Invoices |
For details on invoice attachments, see Invoices & Automatic Attachments.