customers

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.


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