File uploads and attachments
The Uploads tab lets you attach files to a customer record for internal reference -- contracts, signed forms, tax exemption certificates, or any other documents your team needs to keep alongside the customer profile.
Uploading files
Select Upload Attachment at the top of the page to open the file picker. You can select multiple files at once. Uploaded files appear in the attachments table immediately after the upload completes.
Managing attachments
The attachments table displays all files attached to the customer record.
| Column | Description | Sortable |
|---|---|---|
| File Name | The name of the uploaded file. Select it to download the file. | Yes |
| Description | An optional description of the file. | Yes |
| Date Uploaded | When the file was uploaded. | Yes |
Use the pagination controls to navigate through results. You can configure the page size to show 5, 10, 15, 25, 50, or 100 attachments per page.
To delete an attachment, select the delete button on that row.
Attachments are only visible to your team within the UltraCart admin. Customers cannot see or access files uploaded to their profile.
Related pages
- Customers overview -- capabilities summary and page navigation
- General customer settings -- customer profile and business notes