How do I upload a document to a customer card?

You can upload documents such as customer passport photos and flight ticket photos to the content of the proposals you prepare for your customers.


  • Since all the documents you add for your customers will be linked to their patient files, first go to the Offer page from the main menu.
  • If you want to add a proposal detail, click on the edit button of the proposal.
  • Click on the Offer Details button.
  • Drag and drop the document you want to upload onto the screen.
  • If you want to tag the document you added, select one of the document tags on the right.
    If you have not defined document tags, click here.
  • Click the Save button to complete the process.
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