Getting Files from Customers

CloudOnex Business Suite provides several methods for receiving files and documents from your customers securely through the customer portal.

Customer File Upload Methods#

Through Customer Portal#

Customers can upload files directly through their customer portal account:

1. Customer logs into their portal
2. Navigates to the Documents or Files section
3. Uses the upload interface to submit files
4. Optionally adds descriptions or notes about the files

In Support Tickets#

Customers can attach files when:

• Creating new support tickets
• Responding to existing tickets
• Providing additional information requested by support staff

Via Payment Proof Upload#

When customers make manual payments, they can:

• Upload payment receipts
• Attach bank transfer confirmations
• Submit other payment verification documents

Managing Customer Uploads#

Viewing Uploaded Files#

To access files uploaded by customers:

1. Go to **Files ** under Customers
2. Or go to Documents where all files will be listed