Managing Customer Documents

Last updated: January 23, 2026

Learn how to upload, view, download, and manage documents for your customers in Monk.

Overview

Customer documents allow you to store and organize PDF files associated with a specific customer. Documents can be linked to contracts for better organization, making it easy to keep all customer-related files in one place.

Navigating to Documents

  1. Go to Customers in the left sidebar

  2. Click on a customer name to open their detail page

  3. Click the Documents tab

Uploading Documents

Step 1: Open Upload Dialog

Click the Upload new document button

Step 2: Select Files

In the Upload Document dialog:

  • Drag and drop PDF files into the upload area, or click to browse

  • You can upload up to 5 PDF files at once

Step 3: Configure Document Details

  1. Document Type: Select either:

    • Contract - for contract-related documents

    • Invoice - for invoice-related documents

  2. Contract: Link the document to a specific contract:

    • Select None if the document isn't related to a specific contract

    • Or choose from your customer's contracts (listed with their effective dates)

    • Active contracts appear at the top of the list

Step 4: Upload

Click Upload to save your documents. The files will be uploaded and appear in the Documents tab.

Downloading Documents

  1. Hover over a document card

  2. Click the download icon on the right side

Deleting Documents

  1. Hover over a document card

  2. Click the X button that appears in the top-right corner

  3. A confirmation dialog will show:

    • The file name being deleted

    • Any linked contract (if applicable)

    • A warning that this action cannot be undone

  4. Click Delete to confirm

Supported File Types

Currently, only PDF files are supported for document uploads.

Best Practices

  • Link documents to contracts when applicable for better organization

  • Use descriptive file names before uploading to make documents easier to find

  • Upload related documents together to save time (up to 5 at once)

  • Review documents after upload to ensure they uploaded correctly