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11.9 The Contact Documents Tab

11.9 The Contact Documents Tab


This lesson will describe the functionality of the "Contact Documents" tab under a contact.

Uploading a document

 

The "Contact Documents" tab can be used to upload and store any external documents concerning the contact. To begin uploading a document, click "Upload Document".

Selecting a document

 

The window that appears allows you to select as many files as necessary using the "Add files" button. Once you have all of your files selected, click "Start upload" to upload them to the system.

If you change your mind at any point you can click "Cancel upload" to stop uploading the files.

The "Contact Documents" tab

 

Once your documents have been uploaded they will be stored under this tab for easy access by system users.