Skip to content
Contacts

Overview - Documents

Adding, sharing, and requesting documents from contacts have never been easier. Documents aim to streamline the entire document management and sharing…

1 min read169 words2 explained images
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Internal Documents
  2. Adding Documents to your Contacts
  3. Searching for the Documents
Adding, sharing, and requesting documents from contacts have never been easier. Documents aim to streamline the entire document management and sharing requirements for your business. Documents are broadly categories into 3 categories:
  1. Internal Documents
  2. Sent to Contact Documents (coming soon)
  3. Received from Contact Documents (coming soon)

In This Article

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 custom fields are added to a Folder named "Custom Fields" in the "Internal" section.
Documents in custom fields are non deletable

Internal Documents (image 1 of 2) What this shows Documents added to custom fields are added to a Folder named "Custom Fields" in the "Internal" section. What this shows Illustrates the "Internal Documents" section of "Overview - Documents". This screenshot appears in the "Internal Documents" section of "Overview - Documents". The text alongside this image reads: Documents added to custom fields are added to a Folder named "Custom Fields" in the "Internal" section. Documents in custom fields are non deletable. Immediately after, the guide continues: Add new documents to the internal section by hitting "+Add" -> "New File". Image 1 of 2 What this coversDocuments added to custom fields are added to a Folder named "Custom Fields" in the "Internal" section. Documents in custom fields are non deletable Next stepAdd new documents to the internal section by hitting "+Add" -> "New File"

Adding Documents to your Contacts

Add new documents to the internal section by hitting "+Add" -> "New File"
- The max size limit per document is 250MB
- Document types supported = PPT, Docs, PDF, CSV, and various image formats
Adding Documents to your Contacts (image 2 of 2) What this shows Add new documents to the internal section by hitting "+Add" -> "New File" What this shows Illustrates the "Adding Documents to your Contacts" section of "Overview - Documents". This screenshot appears in the "Adding Documents to your Contacts" section of "Overview - Documents". The text alongside this image reads: Add new documents to the internal section by hitting "+Add" -> "New File". Immediately after, the guide continues: Search documents based on the Document Name in the contact details page. Image 2 of 2 What this coversAdd new documents to the internal section by hitting "+Add" -> "New File"
Buttons and menus referenced 250MB
Next stepSearch documents based on the Document Name in the contact details page

Searching for the Documents

Search documents based on the Document Name in the contact details page

Was this guide helpful?

Related guides

"Add Contact" Form Upgrade and Customizations5 min read · 6 imagesAdding Files To Contacts using a Custom Field4 min read · 6 imagesAdding Multiple Phone Numbers for a Contact3 min read · 4 imagesAdvanced Filters in Smart Lists10 min read · 9 images