How do I add files to Customer Locations?
- Go to Customers →Locations. Find your Location and click on
(Pencil) to edit it. - On the left navigation bar of the Customer Profiles modal, go to
(Files). - Click Select File(s) and choose the file from your computer.
- File Type: select the correct option (see screenshot below for the types available).
- Click Upload File(s).
You can upload multiple files to one Customer Location. Relay supports the upload of files of different formats, including PDF and .jpg files.
