Uploading Documents to a Contact
- Click Documents > Upload Documents in the Contact record.
2. Click on Add Files.
3. Navigate to where your document is stored and double click on it.
4. Confirm that the document is showing in the Select Files screen and click Start Upload.
5. Once the document shows in the Documents tab, click Save.
To email the Document, select the document by clicking into the tick box and click Email Selected.
Then enter the Contact you wish to email this to, enter a covering message and click Send.