Attaching Documents in Experium Business

Attaching Documents in Experium Business

There are 2 ways you can attach documents in Experium Business: for individual customers and for all customers.

To upload attachments for all customers to access, click on Communications (1) on the left navigation column. Then click on the + button (2) at the bottom right of the screen and then Attachment (3). Then you can select the image you want to upload.


To upload attachments for individual customers to access, click on Customers (1) on the left navigation column. Then click on the find the customer you want (2) and then Attachment (3).  Now click on the + button bottom right (4) and then Attachment (5). Then you can select the image you want to upload.



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