Customer Files and Attachments
The Files tab acts as a secure digital cabinet for all documents related to a specific customer. Instead of searching through external folders or email attachments, you can store and access critical paperwork—such as signed contracts, KYC documents, tax certificates, or special agreements—directly within the customer's master record.
You can access this section by navigating to Customer Module > Files Tab. This centralized storage ensures that your sales and accounts teams always have the most up-to-date documentation at their fingertips during audits or transaction processing.
Field Definitions for the Files List
The file grid provides a clear overview of all uploaded attachments:
- Description: A brief label or note describing the contents of the file (e.g., "Signed Service Agreement" or "GST Registration Copy").
- Filename: The actual name of the uploaded file (e.g., contract_2024.pdf). Clicking this usually allows you to download or preview the document.
- Size: Displays the storage space occupied by the file (e.g., 150 KB), helping you monitor data usage.
- File Type: The format of the document (e.g., PDF, JPG, PNG, DOCX).
- Date Uploaded: A timestamp showing exactly when the document was added to the system for version control and audit purposes.
- Actions:
- Edit (Orange Button): Use this to rename the file description or update metadata without re-uploading.
- Delete (Red X): Permanently remove a document that is no longer valid or was uploaded in error.
Note: For security and database integrity, ensure that files are scanned for viruses before uploading. The system supports various formats, but PDF is generally recommended for legal and tax-related documents.