What you'll need
- The document as a PDF or a photo, up to 10 MB
Before you start
Business customers have a Documents tab on their page. A home customer has one once they have a document.
- Open the customer, then Documents.
- Under Add a document, choose What it is: Insurance certificate, Risk assessment and method statement (RAMS), Contract or terms, or Other.
- Choose Choose a file and pick the PDF or photo.
- To let the customer see it, tick Show in portal on its row.
What happens next
The document is listed with its type, size and the day it was added. Choose Open to see it.
Documents with Show in portal ticked are on the customer's Documents page in their portal, for them to download.
When you send this customer a quote or an invoice by email, tick documents under Attach documents (optional) to send them with it.
To delete one, choose the bin on its row, then Remove document. Emails it was already attached to keep their copy.
If something goes wrong
- “That file is too big. Documents can be up to 10 MB.”: make it smaller, or save it as a PDF.
- “That file isn't the PDF or photo it says it is. Choose another file.”: save it again as a PDF or a photo.
- “The document couldn't be uploaded. Please try again.”: check your connection and try again.
- “Attach up to 5 documents to one email.” or “Those documents are too big to send together. Attach up to 20 MB.”: tick fewer.
Who can do this
The owner and managers.
Still stuck? Send us a message.