Adding Files to a Contact Card

How to Add Files to a Contact.

Updated: 27 May 2024

You can upload files to a contact in 2 ways

Upload Files (method 1)

1. Navigate to Contacts in the menu pane.
2. Locate and select the contact you wish to add a file.
3. On the left side of the contact card, locate the Files field.
4. Within the files field, click on the option to Upload a file (or you can drag and drop).
5. In the window, browse through your files and select the file(s) you want to add to the contact. (You may add multiple files one at a time or by holding shift on your keyboard.)
6. After selecting the file(s), click Open.
7. At the bottom of the screen, click Save.
8. The selected file(s) will now be added to the contact card.
9. Once completed, the files will turn green and will say "saved" underneath to indicate that it was successful.
10. If you need to add more files to the same contact, you can repeat these steps. Remember to click the Save button after each file upload.

Upload Files (method 2)

1. Navigate to Contacts in the menu pane.
2. Locate and select the contact you wish to add a file.
3. On the right side of the contact card, locate the Documents icon.
4. Within the document section, click "+ Add" (or you can drag and drop).
5. In the window, browse through your files and select the file(s) you want to add to the contact. (You may add multiple files one at a time or by holding shift on your keyboard.)
6. After selecting the file(s), click Open.
7. At the bottom of the screen, click Upload.