---
title: How to Upload a File to a Customer Profile
description: Try it out! 
---

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August 11, 2025

# How to Upload a File to a Customer Profile

1. Open the customer information page for the customer you'd like to upload a file to (for help searching a customer, use this guide [here](https://help.gosolo.io/how-to-find-a-customers-information?hsLang=en)).
2. Select the tab "Files".
   
   ![Information\_FilesSection](https://help.gosolo.io/hs-fs/hubfs/Information_FilesSection.png?width=562&height=243&name=Information_FilesSection.png)
3. To upload general files or a utility bill, press "Upload" and select the file(s) you want to upload to the customer's page. 
     1. If you're uploading a design to copy, don't forget to [request a revision](https://help.gosolo.io/how-to-request-a-proposal-revision?hsLang=en)!![](https://help.gosolo.io/hs-fs/hubfs/Knowledge%20Base%20Import/547-Nov-18-2024-01-06-20-9295-PM-2.png?width=560&name=547-Nov-18-2024-01-06-20-9295-PM-2.png)
4. If you would like to upload an image to be used on the proposal, click "Upload Custom Build Image" and follow the additional directions.  
     1. If you're unsure of how to upload a custom build image, use this walkthrough [HERE](https://help.gosolo.io/uploading-a-custom-build-image?hsLang=en).   
        ![Information\_Files\_UpCustomBuild](https://help.gosolo.io/hs-fs/hubfs/Information_Files_UpCustomBuild.png?width=552&height=213&name=Information_Files_UpCustomBuild.png)

[Try it out!](https://app.teamwalnut.com/player/?demoId=46098deb-c1b2-47ef-ac2c-9a5349e0caa2&showGuide=true&showGuidesToolbar=true&showHotspots=true&source=app)

---

### Watch How to Upload a File to a Customer Profile

<iframe src="https://player.vimeo.com/video/668846112?app_id=122963" width="640" height="360" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media" title="54 Upload a Pictures - 4K" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

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