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Attaching Documents

The Upnetic CRM gives you the ability to attach documents to your contacts/leads with sub-folder organization options.

Follow the steps below to attach a document to a contact:

  1. Go to the contact details screen and click on the “Attachment” tab. 
  2. Click on “New Folder.” Name the folder and select “Create.” If you would like to add files to that folder, you can either click on “Choose File,” or you can drag the file from your desktop into the gray box. Dragging the file will be the easiest way to add files to the folder.
  3. Once you have added the file by either uploading it from your computer or dragging and dropping, the files will be listed below.
  4. If you would like to download the file to your computer, click on the icon that has a blue arrow pointing down. If you would like to delete the file, click on the red icon. Click on “Save & Close” once you are done.

To delete a folder, simply click on the “Root” folder. To rename or move the folder, click on the “I” icon.

Updated on November 12, 2018

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