Uploading a Document to a Contact

You can upload any documents such as employee agreements, ID documents, Medical files, etc., and store them against a contact. This article will walk you through how to do that.

1. First, search for the contact that you want to add the document against.
2. Click on the "Documents" tab
   
3. Click on "Upload New File"
   
4. Fill in the relevant details
   
5. Click "Save".

Related Articles:

• Documents Overview
• Matter Documents