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  5. Add files to Customer Locations

How do I add files to Customer Locations? 

  1. Go to Customers →Locations. Find your Location and click on pencil icon` (Pencil) to edit it.
  2. On the left navigation bar of the Customer Profiles modal, go to   (Files).
  3. Click Select File(s) and choose the file from your computer.
  4. File Type: select the correct option (see screenshot below for the types available).
  5. 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.

Relay Add Files to Locations

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