Adding Documents to a Contacts File
Uploading a document to a contacts file
Login as an admin
Go to the contacts plugin
Search and select your contact
Navigate to the Documents tab on the contact
Select the Actions button
In the dropdown select Upload Document
Search your computer
Select the file
Save

Deleting a document on a contacts file
Login as Admin
Go to the contacts plugin
Search and select your contact
Copy the contact id of the selected contact eg 1005345
Go back Home
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