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Attach files to a Contact record
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=== Step-by-Step Instructions === 1. **Creating a Contact**: - Start by creating a Contact if you haven't done so already. Once the Contact is created, you can proceed to attach files. 2. **Accessing the File Attachment**: - There are two primary ways to attach files: - Click on the '''Action''' button dropdown located at the top right of the Contact record, and select '''Add a file''' to choose files from your computer. - Alternatively, click on the '''Files''' tab at the bottom left of the Contact record. 3. **Uploading Files**: - From the '''Files''' tab, you can upload files using one of the following methods: - **Drag and Drop**: Simply drag files from your computer into the designated area. - **Use the Add a File Button**: Click the '''Add a file''' button to browse and select files from your computer. 4. **Upload Completion Notification**: - As you upload your files, a notification will appear to confirm that the upload is complete. Keep this page open to continue the upload process without interruption. 5. **Viewing Uploaded Files**: - Uploaded files will be displayed under the '''Files''' tab with the following information: - File Name - Date Added - File Size - Updated By 6. **File Management Options**: - To manage the uploaded files, look for the three dots beside each file. Clicking on these dots will allow you to download, rename, or delete the file.
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