Customer Documents: Link Files Directly to Your Customer Profiles

Documents in Puree — health and safety files, menus, photos, contracts, PDFs — have always lived in a central library. You could attach them to orders and they'd appear on quotes for your clients. But until now, there was no way to associate a document with a specific customer. That changes with Customer Documents.

What's New

Every document in Puree can now optionally be linked to a customer. This means you can store files that belong to a particular client — venue access instructions, signed contracts, dietary requirement sheets, floor plans, brand guidelines — right alongside their profile.

A new Documents tab appears on each customer's profile page, sitting alongside Contacts, Addresses, Orders, Emails, and Payments. From this tab you can:

• Upload documents directly — select a file and it's immediately uploaded and linked to the customer
• Create documents with full details — use the "New with Details" button to add a name, description, and file via the standard document form, pre-filled with the customer
• View, edit, download, and delete — all the usual document actions, right from the customer profile

Documents Flow Through to Orders

When you attach a document to an order, the document picker now groups results intelligently. If the order has a customer, their documents appear first under a dedicated heading — making it fast to find the right file. Unassigned documents appear in a separate group below.

Documents belonging to other customers are excluded entirely, so there's no risk of accidentally attaching the wrong client's files to an order.

When you upload a new document directly from the order page, it's automatically linked to the order's customer — no extra step required. The file is saved to the documents library, associated with the customer, and attached to the order in one action.

Customer Column on the Documents Page

The main Documents page now includes a Customer column, so you can see at a glance which documents are linked to which clients. Clicking the customer name takes you straight to their profile's Documents tab.

When creating or editing a document from the Documents page, a searchable customer dropdown lets you assign or change the customer. This is optional — documents without a customer continue to work exactly as before.

How It Works in Practice

Here's a typical workflow:

1. A client emails you their venue access instructions as a PDF
2. You open their customer profile and click the Documents tab
3. Click Upload Document and select the file — it's saved and linked instantly
4. Later, when creating an order for that client, you click "Attach document to order"
5. Their documents appear at the top of the list, grouped under their name — one click to attach

No searching through a flat list, no guessing which file belongs to whom, no duplicate uploads.

No Setup Required

This feature is available immediately for all accounts. Your existing documents are unaffected — they remain unassigned unless you choose to link them to a customer. The Documents tab will appear on all customer profiles automatically, and the customer dropdown will appear on the document form.

As always, if you have questions or feedback, reach out to us at email@puree.app.