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Uploading Documents to a Contact

Contact Management

Uploading Documents to a Contact

You can upload your own contracts and forms under the specific client with a few easy steps!

Last updated on 12 May, 2024

1. Click on "Contacts" on the left-hand side and then click "Contact List"

2. Select the desired contact your form is associated with to enter their contact summary page.

3. From the menu on the left-hand side, select "Attached Files".

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4. From here, you can attach your files by clicking on the green "+" icon and you are all set!

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