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Attach Files To A Contact Record
Attach Files To A Contact Record

Attach Files To A Contact Record In this article, we're going to show you how to attach files to a contact

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Written by Sarah Bassett
Updated over a week ago

In this article, we're going to show you how to attach files to a contact.

The first thing we’ll need to do is create a custom field. Click Settings on the left menu and then click Custom Fields on the top Settings menu. Next click “Add Custom Field.”

In the popup that appears, choose File Upload.

And in the next window, give your new field a name and a placeholder name. As you can see, I've simply named the fields “Files” in our example.

You can also choose the types of files that can be attached, or select "Any" to allow all file types.

To attach multiple files, enable the toggle and set the maximum number of attached files.

Lastly, click Save.

Let’s see how it works. Click Contacts on the left menu and open an individual contact record.

In the contact record, click the Additional Info tab on the left, and you'll see a new option to add files when you scroll down.

If you click the Add File button, a local file browser is opened. We're going to select this test PNG.

And after the file has uploaded, click Save.

Now our test PNG has been attached to the contact for easy reference.

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