Managing Documents for Contacts

Overview

The Documents feature simplifies how you handle, share, and request files associated with your contacts. It centralizes document management directly within your CRM, making it easy to keep all relevant materials organized and accessible to your team.

Internal Documents

Internal Documents are files stored within a contact’s record in the CRM. Any user with permission to view the contact can access these documents. Documents uploaded to custom fields are automatically placed in a folder named "Custom Fields" under the Internal section. Note that documents in custom fields cannot be deleted.

Adding Documents to Contacts

To add a new document to a contact’s Internal section, click the "+Add" button and select "New File". Each document can be up to 250MB in size. Supported file types include PPT, Docs, PDF, CSV, and various image formats.

Searching for Documents

You can search for documents by name directly from the contact details page. Simply enter the document name in the search field to quickly locate the file you need.