Uploading a Document to a Contact

Created by Hayley Killalea, Modified on Mon, 30 Jan 2023 at 09:52 PM by Kylie Mitchell

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.Search bar in the top bar of the Actionstep user interface
  2. Click on the "Documents" tab
    The documents tab on a contact record
  3. Click on "Upload New File"
    The 'Upload new file' button highlighted in the documents tab on a contact record
  4. Fill in the relevant details
    The 'Upload document' screen within the document tabs on a contact record
  5. Click "Save".

 


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