Add files to Customer Locations

What types of files can I add to a Customer Location?

You can add Customer files in the  (Files) tab of the Customer Location modal. The types of files you can add are:

• Hardware Shipping Form
• Documentation
• Photos of Work
• Signature
• Admin Closeout
• Compliance PDF (pending signature)
• Compliance PDF (signed)

You can upload multiple files to one Customer Location. Relay supports the upload of files of different formats, including PDF and .jpg files.

How do I add files to a Customer Location?

1. Go to Customers → Locations. Find your Location and click on  (Pencil) to edit it.
2. On the left navigation bar of the Customer Profiles modal, go to   (Files).
3. Click Select File(s) and choose the file from your computer.
4. File Type: select the correct option (see screenshot below for the types available).
5. Click Upload File(s).