Attach a Document

Use these steps to upload and attach documents to a contact company record.

To attach a document:

1. Under the CRM menu group, go to Contact Companies > Documents tab.
2. Use the search filter and/or the Search field to select a contact company.
3. Click Attach Documents.
4. In the dialog box that opens, click Select files to open your file explorer.
5. Select a file that you want to upload.
6. Click Ok.
7. In the Remarks 1 field, enter notes about the attachment, if any.
8. Click Save.