Have section for documents on Customer section

We wanted to add “Tax Exempt” documents to the customer(Company) page. We noticed that if we had a primary contact, then we are able to add a document but the document is tied to primary contact NOT the customer(Company).

Thank you for your question @JK-KCFireplace. We have HUB that can you set up for your customer.

Striven Hub is an incredible feature to help manage Company documents, forms, links, and more. Using your Striven Hub, you can store content and links and share it to your customer by making it visible to the portal.

For details about Striven Hub, please refer to the Hub Guide . You can also browse our Striven Business Software YouTube channel for other informative videos.

Thank you!

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Thank you so much. That was pretty easy. Sorry for asking so many questions and being the “newbie” here. Thank you again it worked as described.


Absolutely, @JK-KCFireplace :grinning: That is what we are here for!!! We would love to hear from you if you have any other questions.

Have a great day!

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Great information @Krishy ! The Hub will be very useful to add documents to. :slight_smile: