Customer Files and Attachments
The Files tab is a digital cabinet for one customer — signed contracts, KYC documents, tax certificates and special agreements stored on the customer record rather than scattered across folders and email.
Where to find it
Open a customer and select the Files tab.
Field Definitions for the Files List
| Column | Description |
|---|---|
| File Name | The document, clickable to open or download. |
| Description | What it is, which matters once there are more than a handful. |
| Size | The file size. |
| Uploaded By | Who added it. |
| Date | When it was uploaded. |
What belongs here
- Signed contracts and agreed terms.
- KYC and identity documentation.
- Tax certificates and exemption paperwork.
- Correspondence agreeing special pricing or credit.
Anything justifying a non-standard setting belongs here. If a customer has an unusual credit limit or a tax exemption, the document supporting it should sit against the record — that is the first thing an auditor asks for.
Related pages
- Customer View — the account record
- Customer Activity — the interaction log
- Supplier Files — the buying-side equivalent