How to Add a File to a Household or Contact Record

How to Add a File to a Household or Contact Record

  1. Go to the Contact Workspace.
  2. Locate and open the Household or Contact you want to add a document to.
  3. Go to the Activities Tab.
  4. Click Add. Select Document. Select Document again.
  5. Type the name of the document into the Description field.
  6. Click the Add button in the Attachment field.
  7. Browse to the folder that contains the document you want to add.
  8. Highlight the document and click Open. You will now see the name of the document in the Add Attachment field.
  9. Click OK.

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