17.8. Uploading Documents to a Client File

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.

Client Documents

To upload documents do the following:

1. Search for the client and open their Profile.
2. You will see a section called Client Documents click Upload New File.
3. Select your document to be uploaded.

Once a document is uploaded, you can download or delete it from the client profile.