Review Customer Uploaded Files

We will use Immunization forms as an example of how to review customers' files.

1. Navigate to the customer's Owner Profile page by typing the customer's name into the Search box, and clicking on the name.
   
   
2. Files are listed at the bottom right of the customer's profile page. To view the file, select Download File from the Actions menu.
   
   
   
   
   
   
3. To update the Immunization record with new expiration dates, navigate to the animal's profile page by clicking on the animal's name (from the Owner page, Search, or anywhere else in the app), then click on the Immunizations tab.
   
   
   
   
4. Enter the Expiration Date and optionally add a Note.
   
   
   
   
5. Click Save Changes.

Related Resources

• Customer Portal 2.0 Topic Outline
• Access the Customer Portal How-To
• Configure Custom Location Text How-To