Syncing Message Attachments to a Contact's Documents

You can now easily save any file received in a conversation directly to a contact's Document Management tab. This feature works for attachments from Email, SMS, Instagram, and Facebook messages, centralizing all important files in one accessible location.

How to Sync an Existing Attachment

To save a file from a past message to the contact's documents:

1. Navigate to the conversation containing the attachment.
2. Locate the specific message with the file.
3. Click the three-dot menu icon on that message.
4. Select the "Add to Documents" option from the menu.

The file will be copied to the contact's Document Management tab immediately.

How to Sync an Attachment While Sending a Message

You can also add files to documents as you send them. When composing a new SMS or Email message and attaching a file, look for a checkbox labeled "Add to Documents" near the attachment. Checking this box before sending will automatically save a copy of the file you're sending to the contact's document section.

Why Use This Feature?

The Document Management tab is designed to be the central hub for all files related to a contact. Important documents often arrive as attachments in messages. By syncing them here, you ensure every contract, image, or form is easy to find later using the tab's search, preview, and download tools. This eliminates the need to dig through old conversations to locate a specific file.

Frequently Asked Questions

Does this work for WhatsApp?
Yes, if WhatsApp is properly integrated with your CRM, the same process applies. Click the three-dot menu on a WhatsApp message containing a file and select "Add to Documents."

Can I preview all synced files?
The Document Management tab supports preview for many common file types. The exact preview capability for a file may depend on its format and the original channel it came from.