There are certain files that pertain to clients, like personal tax returns, letters from the tax department addressed to them, or their onboarding questionnaire form.

You can store these documents against the client’s contact profile so that anyone in can find them. This makes it easier to collaborate, find relevant information, and work together.

Index

Upload documents to a contact's profile

On the details tab of the contact’s profile, you’ll find recent documents. From here, you can upload files, rename or delete them.


You can check the file formats here.

Rename or edit documents

You can edit files attached to a client from their recent documents section.

On the Details tab of your contact, click Manage under Recent documents. There you can see all of the documents you have stored for that contact, you can additionally rename or archive the item by clicking on the options menu "..."

Suggested articles:

Create a Client Team
Export, download and edit contact data
Delete a contact
Choose the primary owner of an email address
Manage a Client Group

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