Customers
Attach Files to a Customer
1min
Attachments allow you to save arbitrary files to a customer's profile. All file types are accepted with a maximum file size of 1GB per file.
Important documents of any kind can be uploaded and saved to customer profiles in Velocity.
Attachments are visible to Velocity users only. Customers cannot see attachments.
View, edit, and delete attachments with the information icon button. Download attachments with the file icon button.
