You can attach files and documents directly to any contact record — a central place for everything related to a student or prospect.
Who: School staff with contact access · Where: Contacts › (a contact) › Files
How it works
1. Open the contact. Go to Contacts in the left menu and click the contact's name.
2. Open the Files tab. Select the Files tab in the contact's tab bar.
3. Upload. Click Upload Files (or drag and drop). To rename a file, click the pencil icon, edit the name, and save.
Good to know
Supported types include PDF, DOC, DOCX, JPG, PNG, GIF, TXT, CSV, XLS, and XLSX. Each file can be up to 50MB, and you can upload multiple at once. Files are internal to your school — they are not visible to students in the student portal. There's no limit on how many files you can add per contact.