The Files tab on a customer profile lets you store documents directly against a customer record — such as signed contracts, tax exemption certificates, delivery agreements, or any other file relevant to that customer relationship.
How to Access
Click Customers in the left sidebar.
Open the customer profile.
Click the Files tab.
Uploading a File
Click Upload File or the upload area within the Files tab.
Select the file from your device.
The file uploads and appears in the customer's file list.
Supported File Types
Common document formats are supported, including:
PDFs
Images (JPG, PNG)
Word documents (.docx)
Spreadsheets (.xlsx, .csv)
Viewing and Downloading Files
Click on any uploaded file to open or download it. Files are stored against the customer record and accessible to any team member with access to that customer profile.
Deleting a File
Click the delete or remove icon next to a file to permanently remove it from the customer's record.
Common Uses
Signed contracts or service agreements
Delivery or fulfillment documentation
ID verification documents
Custom pricing agreements
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.