How do I send PDF documents and images to my customers?
If you’ve enabled the customer portal for a customer, you will be able to share PDFs and images with them, which they can view from the customer portal. Here’s how:
- Go to the Customers module from the left sidebar.
- Select a customer.
- Click the Attachment (paper clip) icon.
- Attach the image or document that you want to share.
Note: You will be able to attach a maximum of 10 files, which can be up to 5MB each.