Sometimes it may be useful to add documents to a Contact. You can upload common file types such as CSV, PNG and PDF.
Watch our video demonstration, or scroll down for step-by-step instructions.
Adding documents to Contacts
1. Open Contacts and click on the Chat icon next to the contact you wish to add a document to.
2. Click on the Documents tab and click Add Documents.
3. Navigate to the document you want to upload.
4. Click Start to upload the document.
5. Now that the document has been uploaded, click the Close icon.
