How to Upload Customer Documents?

Keep a customer’s KYC and business documents — Aadhaar, PAN, GST certificate, agreements and more — on their profile. Upload once, and anyone on your team with access can preview or download the file straight from the customer record, instead of digging through email or shared drives.

How to upload documents to a customer profile

This page covers general document storage. For India-specific identity verification with a status badge, see How to Verify a Customer with Aadhaar eKYC?.

Upload a Document

  1. Go to Customers and open the customer.
  2. Click Documents in the left menu.
  3. Choose the Document type: Aadhaar Card, PAN Card, Passport, Driver’s License, Voter ID, GST Certificate, Business Registration, Address Proof, or Other.
  4. Click + Add Document and pick the file — or drag and drop it onto the box. You can select more than one file at a time.

You’ll see document(s) uploaded successfully, and the file appears grouped under its document type.

Tip: Pick the document type before uploading — every file you add is filed under the selected type.

You need the customers.write permission to upload or delete documents. Users with read-only access can still preview and download existing files.

What You Can Upload

Limit
File types PDF, Word, Excel, images, and text files
Size Up to 2 MB per file, and 20 MB in total per upload
Number Up to 10 documents per customer — the counter shows how many slots are left

If a file is too large or an unsupported type, Rentablez shows a message and skips it.

Working With Uploaded Documents

Each document shows its name, file type, size and upload date, grouped by document type.

  • Preview — click the thumbnail of a PDF, image, or text/CSV file to view it without downloading.
  • Download — click the download icon.
  • Delete — click the bin icon and confirm. Deleting can’t be undone, and it frees up a slot.
  • Search — use Search documents… to find a file.

The tag on each document shows who uploaded it: Org for your team, or Customer if the customer uploaded it themselves from the customer portal.

You’re All Set!

The customer’s documents are stored on their profile and ready whenever your team needs them.