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      Document Management

      Learn more about the Documents tab within a Contact

      Updated: February 05, 2025

      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.

      • The max size limit per document is 250MB

      • 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.
       
       

      Sent and Received files