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.
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.
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