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). 
2. Select the tab "Files".

   

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!
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. 
      

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