--- title: "Storing and sharing documents in Qualy" description: "Keep a customer's passports, offer letters, invoices and receipts in one place—and let Qualy AI name and classify them." lastModified: "2026-07-17" lang: "en" wordCount: 504 url: https://qualyhq.com/training/contacts/storing-documents --- ## Site navigation - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents - [Explore](/training.md) — Watch videos on how to use Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Pricing](/pricing) - [5-min demo](/demo.md) - [Login](https://dashboard.qualyhq.com) # Storing and sharing documents in Qualy > One organised home for every file tied to a customer. ## At a glance - **Intended for:** Everyone - **Available in:** All plans - **Reading time:** 3 minutes - **Last updated:** 31st May 2026 ## Quick summary Open a customer and go to the Documents tab to upload files. You can request documents from the customer so they upload them through their portal, and Qualy AI can rename and classify uploads automatically (passport, invoice, receipt and so on). ## Overview Passports, offer letters, invoices, receipts—every customer comes with paperwork. Qualy keeps it all on the customer's **Documents** tab, and **Qualy AI** can name and file each upload for you. ## Uploading documents 1. Open the customer and select the **Documents** tab 2. Upload one or more files from your device As files arrive, **Qualy AI** automatically **renames and classifies** them—recognising passports, invoices, offer letters and receipts—so you don't have to tidy up by hand. Qualy AI reads PDFs and images (the usual passports, offer letters, invoices and receipts), so you can drop in a batch and let it name and sort them into the right categories for you. ## Requesting documents from the customer You don't have to chase files over email. Use **Request upload** and the customer uploads the document through their **portal**. While you wait, it shows a status such as **"Awaiting for customer's upload"**, along with who requested it and when. Requested documents flow straight back into the customer's Documents tab once uploaded—no forwarding or re-saving. ## Sharing documents back Documents you make available to the customer appear in their portal for download—useful for receipts, signed agreements or anything they'll need later. ## Attaching documents to a payment When you create or edit a payment you can also **attach supporting documents** (such as the offer letter). These appear with that specific payment in the customer's portal, keeping context together. ## Frequently asked questions ### Where are a customer's documents stored? On the customer's Documents tab. Everything tied to that customer lives in one place so you and the customer can find it later. ### Can I ask the customer to upload a document? Yes. Request a document and the customer uploads it through their portal; you'll see it appear with a status while you wait, such as "Awaiting for customer's upload". ### Does Qualy help organise files? Yes. Qualy AI can automatically rename and classify uploads—recognising passports, invoices, offer letters and receipts—so your folder stays tidy without manual effort. ### What kinds of documents can I store? Anything useful to the relationship: passports and IDs, offer letters (LOO/LOA), invoices, receipts and other supporting files. ### Can the customer download documents you share? Yes. Documents you make available appear in the customer's portal for them to download whenever they need. ### Are documents linked to a payment? You can attach supporting documents to a payment as well; those are visible to the customer alongside that payment. ## Prefer doing this via the Qualy API? Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos. [View API Docs](https://docs.qualyhq.com/docs) ## More on Qualy **Industries** - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents **Support** - [Training](/training.md) - [System status](https://qualyhq.statuspage.io/) — Qualy system status - [Product updates](https://changelog.qualyhq.com) — As we work on Qualy, here we spotlight what we’ve learned and updated across our products - [Contact](/contact-us.md) **Product** - [Demo](/demo.md) - [Enterprise](/enterprise.md) - [Testimonials](/testimonials.md) — Learn what some customers have to say about Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Blog](/blog) — International education payments blog by Qualy - [Trust center](/trust.md) - [API](/api.md) — Qualy API for international education payments - [Zapier](/zapier.md) — Connect Qualy to 7,000+ apps with Zapier - [NexPay](/nexpay.md) — Qualy + NexPay — automate everything around the payment **Legal** - [General terms](/terms-and-conditions.md) - [Payer terms](/terms-for-payers.md) - [Privacy policy](/privacy-policy.md) - [BECS DDR](/becs-dd-service-agreement.md)