Customer Documents

Use the Documents Section to view and store documents related to a specific customer.

To Add a Document, select the "+ Add a Document" button in the upper right hand corner and follow the modal that pops up:

Suppli has built-in tags to allow you to organize uploaded documents by document type, including: 

• Credit Application

• Job Sheet

• Job Contract

• Tax Exempt Form

• Bonding Information

• Lien Document

• Commercial Credit Report

• Personal Credit Report

• Other

Additionally, when you upload a document, you can choose whether or not to allow it to be visible to your customer within their Customer Portal. Just toggle the button associated with "Visible in Customer Portal" for the document in question.

Statements (whether generated in your ERP or Suppli) are automatically stored in this section. You can view or download them using the appropriate buttons in the relevant row.