Adding Attachments to Contacts
2 min read
Upload attachments (e.g. insurance forms, contracts) to the Contact Info tab of a contact to easily access this information at any time.
Note:
You can upload attachments in the following formats:
- MS Office Files: Word, Excel and PowerPoint
- Image Files: JPG, PNG, GIF
- Other File Types: CSV, PDF
To add an attachment to a contact:
- Click to go to your Contact List.
- Click the relevant contact.
- Click Add next to Attachments.
- Select the attachment on your computer.
![](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/07611794-742f-4d53-8c5b-24ba712a6934/2018/01/09/0ec54937-b4e5-4d78-8115-0f4817b229cb.png)
Tip:
When hovering over the attachment, you have the following options:
- View: Click the View icon
to preview the attachment (this option is only available for images).
- Download: Click the Download icon
to download the attachment.
- Delete: Click the Delete icon
to delete the attachment.