Click on Documents to open the Documents Pane of the Contact record.
Any Document may be added to the Contact records to help keep track of records.
- Double-click on any Contact record to open the selected Contact Detail.
- Click on Documents to open the Document Pane on the Contact Detail.
- Select the Attach icon
to open the drop zone, then drag and drop any document into the drop zone. - Click the Done button when finished.
- Users can open any saved document by highlighting the document name and double-clicking.
- To remove a saved document highlight the document line item and select the Remove icon
on the bottom of the pane.