Uploading a Document to a Contact Record

Modified on Tue, 23 Apr at 12:27 PM

You can upload any documents such as employee agreements, ID documents, medical files, etc., to a client record. 

To do this:

  1. In Actionstep, use the Quick Search box to search for the contact you want to associate the document with. See Using the Quick Search Box to Search for a Matter or Contact for help. 
  2. While viewing the contact record, click the Documents tab. The page is updated to show all of the contact's documents.
  3. Click Upload New File. The File Form dialog box appears. 
  4. Click Choose File and then browse to and select the file you want to upload. 
  5. Complete the remaining fields. 
  6. Click Save. The document is now associated with the client record. 


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