Customer Profile – Forms & Documents

Customer Profile Files

This tab displays two key sections:

• Forms: View, add, or remove forms assigned to the customer.
• Documents: View, add or remove documents uploaded to the customer’s profile.

Customer Profile Forms

View, remove or add new forms to a customer.

Manually Assign a Form to a Customer via the Customer Profile

You can manually assign forms to a customer profile, though forms can also be assigned automatically. Click here to learn more about automatic form assignments.

1. Click Add.
2. Search for the desired form.
3. Select the form.
4. Click Assign.

Manually Remove a Form from a Customer via the Customer Profile

If needed, you can remove a form, provided it hasn’t been completed.

1. Click the three dots next to the form you want to remove.
2. Select Remove.

Customer Profile Documents

Easily manage documents within the customer’s profile by viewing, downloading, adding, or removing files.

View a Document from a Customer via the Customer Profile

1. Click the three dots next to the document you want to download.
2. Select View.

Add a Document to a Customer via the Customer Profile

1. Click Add
2. Select the Type of document
3. Click Browse to upload the document from your device.
4. Enable the Show Customer toggle if you want the customer to access this document in their portal.
5. Click Upload

Remove a Document from a Customer via the Customer Profile

1. Click the three dots next to the document you want to remove.
2. Select Remove.

Download a Document from a Customer via the Customer Profile

3. Click the three dots next to the document you want to download.
4. Select Download.