Contacts: Documents and uploads

Any files related to the current contact, or uploaded through notes will all appear in the documents tab.

Joe Jeffries avatar
Written by Joe Jeffries
Updated over a week ago

While some actions for updating the most commonly changed data for a contact can be done in the summary modal actions button, every bit of data sheepCRM has related to the contact record can be viewed, added and updated in the contact record's detailed sidepanel view. Find the contact you wish to edit, bring up the summary modal and click on the view contact button to open up the sidepanel.

Any files related to the current contact, or uploaded through notes will all appear in the documents tab. Click on the download option next to the file to download the file.

Adding a file to a contact

New documents should be added through other sections or tabs of sheepCRM - if there is a connection between new documents and the contact, it will appear here.

Did this answer your question?