Customer Documents

You can attach document records to any customer. Documents use a link-only model: you paste a URL to where the document lives (Google Drive, Dropbox, your email, anywhere), and HotCrate tracks the link alongside an optional expiration date.

HotCrate does not store the document files themselves.

Adding a document

1. Open a customer's profile.
2. Click Add document.
3. Choose the document type: Insurance, Rental agreement, or Other.
4. Optionally enter a label (a short description of the document).
5. Paste the URL where the document is stored.
6. Optionally set an expiration date.
7. Click Save.

Expiration tracking (Pro)

On Pro, documents with an expiration date show a status icon:

• Green - the document is valid (not yet expired)
• Red - the document is expired or expires today

On Free, expiration dates can be entered but are not stored or tracked.

Editing and removing documents

Open the customer profile and click the document entry to edit the URL, label, type, or expiration. To remove a document, open the edit dialog and click Delete.

Related

• Customers - managing customer records
• Free vs Pro - document validity tracking is a Pro feature