{"id":36083,"date":"2021-07-09T11:28:35","date_gmt":"2021-07-09T10:28:35","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=36083"},"modified":"2021-07-09T11:44:34","modified_gmt":"2021-07-09T10:44:34","slug":"adding-documents-customer","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/","title":{"rendered":"Adding documents for a  customer"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Adding and storing documents for a customer<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>If you have lots of customers, it&#8217;s often important to maintain documents such as certificates, plans or other files in one place which is secure and easily accessible.<\/p>\n<p>With Okappy all your information is available at the touch of a button. \u00a0You can add documents, attachments and images to jobs and then quickly retrieve them when required. \u00a0Likewise you can store documents and attachments with each employees record.<\/p>\n<p>Read on to find out how to add and view documents or attachments for your customers.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Adding a document or attachment for your customers<\/h1><\/div><div class=\"fusion-text fusion-text-2\"><p>To add a document or attachment when logged into Okappy.<\/p>\n<ul>\n<li>Go to the connections screen by clicking the Connections icon ( <img class=\"lazyload size-full wp-image-26586\" title=\"Connections icon\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2720%27%20height%3D%2720%27%20viewBox%3D%270%200%2020%2020%27%3E%3Crect%20width%3D%2720%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/users-orange-icon1.png\" alt=\"Connections icon\" width=\"20\" height=\"20\" \/>\u00a0) at the top right of the screen<\/li>\n<li>Select <strong>Customers<\/strong><\/li>\n<li>Find your customer<\/li>\n<li>Click <strong>Add document<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-36090 size-full\" title=\"Employees Add View Documents\" src=\"https:\/\/okappyimages.okappy.com\/customer-add-documents.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/customer-add-documents.png\" alt=\"customer add documents\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/customer-add-documents-200x142.png 200w, https:\/\/okappyimages.okappy.com\/customer-add-documents-300x212.png 300w, https:\/\/okappyimages.okappy.com\/customer-add-documents-400x283.png 400w, https:\/\/okappyimages.okappy.com\/customer-add-documents-600x425.png 600w, https:\/\/okappyimages.okappy.com\/customer-add-documents-768x544.png 768w, https:\/\/okappyimages.okappy.com\/customer-add-documents-800x567.png 800w, https:\/\/okappyimages.okappy.com\/customer-add-documents-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/customer-add-documents-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/customer-add-documents.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Click <strong>Browse<\/strong> or drag and drop your document or attachment into the <strong>Add file<\/strong> window<\/p>\n<p><img class=\"lazyload wp-image-36089 size-full\" title=\"Employees Add Documents\" src=\"https:\/\/okappyimages.okappy.com\/customer-upload-file.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/customer-upload-file.png\" alt=\"customer upload file\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/customer-upload-file-200x142.png 200w, https:\/\/okappyimages.okappy.com\/customer-upload-file-300x212.png 300w, https:\/\/okappyimages.okappy.com\/customer-upload-file-400x283.png 400w, https:\/\/okappyimages.okappy.com\/customer-upload-file-600x425.png 600w, https:\/\/okappyimages.okappy.com\/customer-upload-file-768x544.png 768w, https:\/\/okappyimages.okappy.com\/customer-upload-file-800x567.png 800w, https:\/\/okappyimages.okappy.com\/customer-upload-file-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/customer-upload-file-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/customer-upload-file.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Your document or attachment will be added to your customer&#8217;s record.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Viewing customer documents from the customer connections screen<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>To view documents which you&#8217;ve previously added for a customer,<\/p>\n<ul>\n<li>go to the <strong>Connections<\/strong> screen,<\/li>\n<li>select <strong>Customers<\/strong>.<\/li>\n<li>Find your customer, and then<\/li>\n<li>click <strong>View documents<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-36088 size-full\" title=\"Employees Add View Documents\" src=\"https:\/\/okappyimages.okappy.com\/customer-view-documents.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/customer-view-documents.png\" alt=\"customer view documents\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/customer-view-documents-200x142.png 200w, https:\/\/okappyimages.okappy.com\/customer-view-documents-300x212.png 300w, https:\/\/okappyimages.okappy.com\/customer-view-documents-400x283.png 400w, https:\/\/okappyimages.okappy.com\/customer-view-documents-600x425.png 600w, https:\/\/okappyimages.okappy.com\/customer-view-documents-768x544.png 768w, https:\/\/okappyimages.okappy.com\/customer-view-documents-800x567.png 800w, https:\/\/okappyimages.okappy.com\/customer-view-documents-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/customer-view-documents-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/customer-view-documents.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p><img class=\"lazyload wp-image-36087 size-full\" title=\"Employees View Documents\" src=\"https:\/\/okappyimages.okappy.com\/customer-documents-report.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/customer-documents-report.png\" alt=\"customer documents report\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/customer-documents-report-200x142.png 200w, https:\/\/okappyimages.okappy.com\/customer-documents-report-300x212.png 300w, https:\/\/okappyimages.okappy.com\/customer-documents-report-400x283.png 400w, https:\/\/okappyimages.okappy.com\/customer-documents-report-600x425.png 600w, https:\/\/okappyimages.okappy.com\/customer-documents-report-768x544.png 768w, https:\/\/okappyimages.okappy.com\/customer-documents-report-800x567.png 800w, https:\/\/okappyimages.okappy.com\/customer-documents-report-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/customer-documents-report-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/customer-documents-report.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Click the filename to view the document or right click and then <strong>save as<\/strong> to save it down to your computer.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Viewing the customer documents report<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>Alternatively, you can use the reports screen to view the Customer documents report.<\/p>\n<p>To view your customer documents report,<\/p>\n<ul>\n<li>Click <strong>Reports<\/strong><\/li>\n<li>Select <strong>Other<\/strong><\/li>\n<li>Click <strong>Customer documents<\/strong><\/li>\n<li>Choose your customer<\/li>\n<li>Click <strong>Generate report<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-36086 size-full\" title=\"Reports View Employee Documents\" src=\"https:\/\/okappyimages.okappy.com\/customer-report-documents.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/customer-report-documents.png\" alt=\"customer report documents\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/customer-report-documents-200x142.png 200w, https:\/\/okappyimages.okappy.com\/customer-report-documents-300x212.png 300w, https:\/\/okappyimages.okappy.com\/customer-report-documents-400x283.png 400w, https:\/\/okappyimages.okappy.com\/customer-report-documents-600x425.png 600w, https:\/\/okappyimages.okappy.com\/customer-report-documents-768x544.png 768w, https:\/\/okappyimages.okappy.com\/customer-report-documents-800x567.png 800w, https:\/\/okappyimages.okappy.com\/customer-report-documents-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/customer-report-documents-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/customer-report-documents.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Your customer documents will be displayed.<\/p>\n<p><img class=\"lazyload wp-image-36087 size-full\" title=\"Employees View Documents\" src=\"https:\/\/okappyimages.okappy.com\/customer-documents-report.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/customer-documents-report.png\" alt=\"customer documents report\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/customer-documents-report-200x142.png 200w, https:\/\/okappyimages.okappy.com\/customer-documents-report-300x212.png 300w, https:\/\/okappyimages.okappy.com\/customer-documents-report-400x283.png 400w, https:\/\/okappyimages.okappy.com\/customer-documents-report-600x425.png 600w, https:\/\/okappyimages.okappy.com\/customer-documents-report-768x544.png 768w, https:\/\/okappyimages.okappy.com\/customer-documents-report-800x567.png 800w, https:\/\/okappyimages.okappy.com\/customer-documents-report-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/customer-documents-report-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/customer-documents-report.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Click the filename to view the document or right click and then<strong> save as<\/strong> to save the document or attachment down to your computer.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>To find out about other reports available within Okappy, check out our <a href=\"https:\/\/www.okappy.com\/support\/reports\/\">reports help and support<\/a> pages.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[312],"portfolio_skills":[],"portfolio_tags":[690,687,620,689,692,691],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding documents for a customer - Okappy<\/title>\n<meta name=\"description\" content=\"See how to use Okappy Customer CRM to store and easily retrieve documents and files for your customers and clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding documents for a customer - Okappy\" \/>\n<meta property=\"og:description\" content=\"See how to use Okappy Customer CRM to store and easily retrieve documents and files for your customers and clients.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/\" \/>\n<meta property=\"og:site_name\" content=\"Okappy\" \/>\n<meta property=\"article:modified_time\" content=\"2021-07-09T10:44:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.okappy.com\/images\/users-orange-icon1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.okappy.com\/#organization\",\"name\":\"Okappy Limited\",\"url\":\"https:\/\/www.okappy.com\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.okappy.com\/#logo\",\"inLanguage\":\"en-GB\",\"url\":\"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png\",\"contentUrl\":\"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png\",\"width\":452,\"height\":210,\"caption\":\"Okappy Limited\"},\"image\":{\"@id\":\"https:\/\/www.okappy.com\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.okappy.com\/#website\",\"url\":\"https:\/\/www.okappy.com\/\",\"name\":\"Okappy\",\"description\":\"Rethinking workforce management\",\"publisher\":{\"@id\":\"https:\/\/www.okappy.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.okappy.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-GB\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#primaryimage\",\"inLanguage\":\"en-GB\",\"url\":\"https:\/\/okappyimages.okappy.com\/users-orange-icon1.png\",\"contentUrl\":\"https:\/\/okappyimages.okappy.com\/users-orange-icon1.png\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#webpage\",\"url\":\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/\",\"name\":\"Adding documents for a customer - Okappy\",\"isPartOf\":{\"@id\":\"https:\/\/www.okappy.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#primaryimage\"},\"datePublished\":\"2021-07-09T10:28:35+00:00\",\"dateModified\":\"2021-07-09T10:44:34+00:00\",\"description\":\"See how to use Okappy Customer CRM to store and easily retrieve documents and files for your customers and clients.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.okappy.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Portfolio\",\"item\":\"https:\/\/www.okappy.com\/support-article\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Adding documents for a customer\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding documents for a customer - Okappy","description":"See how to use Okappy Customer CRM to store and easily retrieve documents and files for your customers and clients.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/","og_locale":"en_GB","og_type":"article","og_title":"Adding documents for a customer - Okappy","og_description":"See how to use Okappy Customer CRM to store and easily retrieve documents and files for your customers and clients.","og_url":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/","og_site_name":"Okappy","article_modified_time":"2021-07-09T10:44:34+00:00","og_image":[{"url":"https:\/\/www.okappy.com\/images\/users-orange-icon1.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Estimated reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/www.okappy.com\/#organization","name":"Okappy Limited","url":"https:\/\/www.okappy.com\/","sameAs":[],"logo":{"@type":"ImageObject","@id":"https:\/\/www.okappy.com\/#logo","inLanguage":"en-GB","url":"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png","contentUrl":"https:\/\/okappyimages.okappy.com\/images\/20171223135158\/okappy-logo%402x-e1547078327884.png","width":452,"height":210,"caption":"Okappy Limited"},"image":{"@id":"https:\/\/www.okappy.com\/#logo"}},{"@type":"WebSite","@id":"https:\/\/www.okappy.com\/#website","url":"https:\/\/www.okappy.com\/","name":"Okappy","description":"Rethinking workforce management","publisher":{"@id":"https:\/\/www.okappy.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.okappy.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-GB"},{"@type":"ImageObject","@id":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#primaryimage","inLanguage":"en-GB","url":"https:\/\/okappyimages.okappy.com\/users-orange-icon1.png","contentUrl":"https:\/\/okappyimages.okappy.com\/users-orange-icon1.png"},{"@type":"WebPage","@id":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#webpage","url":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/","name":"Adding documents for a customer - Okappy","isPartOf":{"@id":"https:\/\/www.okappy.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#primaryimage"},"datePublished":"2021-07-09T10:28:35+00:00","dateModified":"2021-07-09T10:44:34+00:00","description":"See how to use Okappy Customer CRM to store and easily retrieve documents and files for your customers and clients.","breadcrumb":{"@id":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.okappy.com\/support-article\/adding-documents-customer\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.okappy.com\/"},{"@type":"ListItem","position":2,"name":"Portfolio","item":"https:\/\/www.okappy.com\/support-article\/"},{"@type":"ListItem","position":3,"name":"Adding documents for a customer"}]}]}},"_links":{"self":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio\/36083"}],"collection":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio"}],"about":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/types\/avada_portfolio"}],"author":[{"embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/comments?post=36083"}],"version-history":[{"count":2,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio\/36083\/revisions"}],"predecessor-version":[{"id":36094,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/avada_portfolio\/36083\/revisions\/36094"}],"wp:attachment":[{"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/media?parent=36083"}],"wp:term":[{"taxonomy":"portfolio_category","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_category?post=36083"},{"taxonomy":"portfolio_skills","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_skills?post=36083"},{"taxonomy":"portfolio_tags","embeddable":true,"href":"https:\/\/www.okappy.com\/wp-json\/wp\/v2\/portfolio_tags?post=36083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}