- 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).
- Select the tab "Files".
- To upload general files or a utility bill, press "Upload" and select the file(s) you want to upload to the customer's page.
- If you're uploading a design to copy, don't forget to request a revision!
- If you're uploading a design to copy, don't forget to request a revision!
- If you would like to upload an image to be used on the proposal, click "Upload Custom Build Image" and follow the additional directions.
- If you're unsure of how to upload a custom build image, use this walkthrough HERE.
- If you're unsure of how to upload a custom build image, use this walkthrough HERE.