To add files relative to a specific customer e.g. signed credit application form or an agreement, open the customer profile, navigate to the Files tab, and simply click ”Add file”.
A pop-up window will open, browse to find the file that you would like to add.
Delete a file by using the “delete” icon on the right-hand side.
You can follow the same steps to add/remove files to product profiles, after pening the relative product.