How To: Upload Documents to Customers
In TapGoods PRO, users can upload Documents that belong with Customers to easily track information relating to their customers. This is especially useful for business owners who need to track important documents pertaining to Customers that they regularly work with.
Once a Document has been uploaded to a Customer, it will automatically populate in orders that the Customer is added to. To upload a Document to a customer on the platform, follow the steps listed below.
- Navigate to Contacts on the TapGoods PRO dashboard.
- Click Customers.
- Click on the desired Customer.
- Click the dropdown arrow next to Documents.
- Click Add Document(s) to Customer.
- Upload the File. [.PNG, .JPEG, PDF, or .EPS Files]
- Name the File.
- Select a Document Type.
- (Optional) Check the box next to Visible to Customer to make this document visible to the customer.
- (Optional) Check the box next to Expiration Date to add an Expiration Date to the Document.
**Note: Adding an Expiration Date to a document indicates that there is a time frame in which the document will no longer be valid. This feature is useful for documents that will not be valid after a certain time frame, such as insurance documentation. When a document is getting close to its Expiration Date, it will populate in To Do’s > Expiring Documents with an orange alert.**
11. Click Save.
If a Customer has expired Document(s), an alert will appear during order creation, notifying the business owner that Documents have expired along with the Expiration Date.
Additionally, an orange alert will appear on the Quote after it has been created with an expired Document, notifying the business owner that a Document has expired. Users can decide to ignore the expired Document, or click Document Expired to go back to the Order Form.
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