If you have lots of customers, it’s often important to maintain documents such as certificates, plans or other files in one place which is secure and easily accessible.

With Okappy all your information is available at the touch of a button.  You can add documents, attachments and images to jobs and then quickly retrieve them when required.  Likewise you can store documents and attachments with each employees record.

Read on to find out how to add and view documents or attachments for your customers.

To add a document or attachment when logged into Okappy.

• Go to the connections screen by clicking the Connections icon (  ) at the top right of the screen
• Select Customers
• Find your customer
• Click Add document

Click Browse or drag and drop your document or attachment into the Add file window

Your document or attachment will be added to your customer’s record.

To view documents which you’ve previously added for a customer,

• go to the Connections screen,
• select Customers.
• Find your customer, and then
• click View documents

Click the filename to view the document or right click and then save as to save it down to your computer.

Alternatively, you can use the reports screen to view the Customer documents report.

To view your customer documents report,

• Click Reports
• Select Other
• Click Customer documents
• Choose your customer
• Click Generate report

Your customer documents will be displayed.

Click the filename to view the document or right click and then save as to save the document or attachment down to your computer.

To find out about other reports available within Okappy, check out our reports help and support pages.