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Document Management
Learn more about the Documents tab within a Contact
Updated: September 16, 2024
Internal Documents
Store documents for your contacts within the CRM on the Contact details page. These documents can be accessed by users who have access to view the contact.
Documents added to the custom fields under Files will automatically be added to a folder named "Custom Fields" in the "Internal" section.
(Documents in custom fields folder cannot be deleted.)
Adding Documents to your Contacts
Add new documents to the internal section by clicking +Add and then New File.
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The max size limit per document is 250MB
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Document types supported = PPT, Docs, PDF, CSV, and various image formats
Searching for the Documents
Search documents based on the Document Name in the contact details page.