Uploading a document to a contacts file

  1. Login as an admin

  2. Go to the contacts plugin

  3. Search and select your contact

  4. Navigate to the Documents tab on the contact

  5. Select the Actions button

  6. In the dropdown select Upload Document

  7. Search your computer

  8. Select the file

  9. Save

Deleting a document on a contacts file

  1. Login as Admin

  2. Go to the contacts plugin

  3. Search and select your contact

  4. Copy the contact id of the selected contact eg 1005345

  5. Go back Home

  6. Select Files in the left menu

If you don’t have access to files in the left menu, please contact your CRM lead to give you access

7. Select the folder called Contacts
8. In the search box, enter the contact id
9. Select the folder
10. Review the files presented
11. Select the Bin icon to delete the file from the contacts file

Outcome:

  • The file is no longer saved to the contacts

  • IF the file was shared with the contact in the documents, this will also be removed from their portal