16.8. Uploading Documents to a Client File

*THE BIG WHAT You may want to upload certain documents to a client file. Document such as proof of low-income eligibility for example. For volume clients, you may want to upload any agreements you have with them related to pricing or their agreement to transport rules.

To upload documents do the following:

1. Search for the client > click View button
2. On the Profie tab, click Upload New File in the Client Documents section.

Uploading Client Documents