Upload a document
Add a file to the document vault and attach it to a record.
Documents in Getme always live in the vault and link to one or more records (a customer, order, project). Linking determines who can see the file in their portal.
- Open Documents → Vault → + Upload.
- Drag the file (PDF, DOCX, image, etc.) into the drop zone or click Browse.
- Pick the visibility: Internal only, or Visible to linked customer.
- Optionally tag it (Invoice, Contract, etc.) for filtering later.
- Click Save.
Link to a customer or order
After upload, click Link → pick the record (customer, order, or project). The document appears in that record’s Documents tab and, if visibility allows, in the customer-facing portal.