Question

Can I attach a file (document) to a contact?

  • 23 January 2022
  • 1 reply
  • 35 views

Wondering if there is a way to attach a file to a contact record?


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1 reply

Userlevel 7
Badge +7

Hi @fromaz12, yes you can attach a file to a contact. If you open the contact, the Related section has a place to add files. If you click the + button, it will give you to add a file by:

  • Uploading directly from your computer,
  • Uploading from Google Drive, or
  • Uploading from Drop Box

I’ll put a screenshot below. Let me know if that answers your question!