Uploading Individual Customer Documents

  1. Open the customer module from the left navigation panel.
  2. Click on the first tab for individual customers.
  3. Click on the blue button stating “Create New Individual”
  4. A pop up will appear and go to the next tab from top stating “Documents”.
    Here you can add any type of documents for the customer. System allows you to upload a file in form of image so you can scan the document and upload it to the system.