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    Documents and Images on Customer Accounts

    Documents or images can be added to customer accounts to store information related to the customer, including account applications, finance or special pricing agreements and images supplied by the customer.

    To work with documents and images, go to the Customers module and open your customer's account. Go to the Documents / Images tab. Here you will see any existing records saved against the customer.

    Files can be displayed as a list or in a grid, use the List / Grid button to toggle between views.



    Click on the document name or image to view the document in a new browser tab, or select Download to open the document. If the file type can not be previewed online, it is saved to your downloads folder.



    Add a document or image

    To add an item, within the Documents / Images tab, select +Add.

    Select the file from your computer to upload it. Multiple documents can be uploaded at a time by selecting as applicable.



    Edit a document or image

    Click on the image to open the edit window. 



    Click the Edit button to activate the fields and make changes as required. Notes can be added to the file - these are visible from edit window.

    Is default is available to record an image as the default option if required for other documents, for example invoices or quotes. Only one image can be selected as the default.



    Delete a document or image

    Before removing a file, make sure that there is a copy saved elsewhere if it is still required. Removing a file permanently deletes it from Infusion.

    Use the Remove button on the document properties to delete a document or image.



    A notification confirms the deletion, Delete to remove.



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