Support Center

How do I upload a vendor contract or file to a vendor record?

Once you’ve created a vendor record within a wedding, you can upload any file (pdf, doc, xls, png, jpg, etc.) to the right side of that vendor record – you can either drag and drop it into place or use the gold ADD THE VENDOR button towards the top left of your vendor record to browse your computer for files.

You can also use this “file” space to the right to start a discussion with your clients, or to let them know that a file has been uploaded.  When you upload a file, your clients won’t be notified. However, if you add a comment, they’ll receive a notification, along with a link that takes them to this page, so it’s always helpful to introduce what the file is, and what you’d like the client to do as next steps to keep the ball moving forward!

Scroll to Top