Customer/Work address files

Previously called: Attached Files

Purpose: Attaching files to customers facilitates easy management of important documents.

For example, you can attach signed PDF documents to a Customer’s dashboard. This is useful for keeping track of important documents related to a specific customer, such as contracts or agreements.

Please note:

Maximum file size cannot exceed 32MB
File name cannot exceed 75 characters
Deleting files is irreversible and cannot be recovered

View property files

Navigate to customer/work address dashboard > Files

▶️ Customer/Work Address Files Tab Functionality

Upload files

Add new file

Click to upload a file > Select file from computer > Open
Drag and drop file

Please note:

Files must be saved to the computer storage
Multiple files can be uploaded at one time

Renaming Files

Actions > Rename > Amend file name > Save

Deleting Files

Individual file - Actions > Delete > Type delete > Delete
Multiple files - Tick box for chosen files > Delete selected files > Type delete > Delete
Mass delete - Tick box in column header > Delete selected files > Type delete > Delete

Please note:

You can only mass delete one page at a time

Downloading files

Individual file - Actions > Download
Multiple files - Tick box for chosen files > Download selected files
Mass download - Tick box in column header > Download selected files

N.B - If downloading more than 5 files, they will be compressed in a .zip folder for download, wait for the notification to trigger and the file can be downloaded here.

Please note:

You can only mass download one page at a time