How to upload documents to a contact

All contact records, whether they are a vendor, landlord, applicant or supplier, can have documents linked to them. This ensures that important files are stored in a central place against the individual contact, allowing them to be quickly and easily located and managed.

This article includes: 

Uploading a document to a contact

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Documents on the side menu
  4. Click Upload Documents
  5. Click Add Files
  6. Locate and click on the stored document(s) on your computer or network. Click Open 
  7. The document(s) will display in the Select files section. Click Start Upload
  8. The document(s) will now be visible within the Documents side menu. Click Save

 The document(s) will now be saved to this contact record.

 Note

Documents can be uploaded to a contact in .doc, .pdf, .jpg and .png formats

Emailing a document from Alto

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Documents on the side menu
  4. Click the tick box(es) to select the individual document(s), or, tick Select All to select all the documents that have been uploaded to the Contact record
  5. Click Email Selected
  6. In the To field, enter the contact you wish to email this document to
  7. In the Message field, type your email
  8. Click Send

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