Files added to contact

Internal files can be added to client contact information. There are several ways to add a file to a contact.

If the contact already exists:

Method 1

1: Navigate to the 'Contacts' menu and select the appropriate contact. 

2: Click on the 'Files' tab

3: Click the white '+' sign 

4: Click to 'Upload files'

5: Drag and drop the files you wish to add to the contact. Do not change the folder unless you wish to attach the file to a different contact. 

Method 2

1: Navigate to the 'Contacts' menu

2: Locate the contact and click the ellipsis menu on the right side

3: Click 'Edit'

4: At the bottom of the form, you can drag and drop files for the contact

5: Add the files that are needed and click 'Save contact' to confirm and save your submissions

If the contact has not been created yet:

1: Click the '+ New' button on the top left corner of the dashboard
2: Click 'Contact' and complete the fields. 

3: At the bottom of the form, drag and drop documents into the drop box. 

4: Click 'Create contact' to save the contact information and newly added files