Users can upload files to main contact records and requisition contacts. You can upload a wide-range of file types including .doc, .pdf, .txt, .jpg, .png, .csv, .xlsx, and many more.

 

Step-by-Step

 

1. Let's open a Contact record & click the Documents tab

 

 

2. Click the "Paperclip" icon and find the file on your computer and click Open

 

Your file will take a few moments to upload.

 

 

Now that you have a file uploaded you can download the file by clicking on the title. 

 

 

Pro-Tip:  If a file is uploaded to a contact record within a Requisition, the file will be shared with any team members that have access to that Requisition. This is also true for main contact records. Files that are uploaded on a main contact record are not visible within a Requisition.