Overview - Documents

Overview - Documents

Parent item: Contacts

Adding, sharing, and requesting documents from contacts have never been easier. Documents aim to streamline the entire document management and sharing requirements for your business. Documents are broadly categories into 3 categories:

1. Internal Documents

2. Sent to Contact Documents (coming soon)

3. Received from Contact Documents (coming soon)

Internal Documents

Store documents for your contacts within the CRM on the Contact details page. These documents can be accessed by users who have access to view the contact.

Documents added to custom fields are added to a Folder named "Custom Fields" in the "Internal" section.

Documents in custom fields are non deletable

https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010748005/original/59xmsXyWsQCiNS-PNMrzDelIHqxjsusodQ.png?1697980413

Adding Documents to your Contacts

Add new documents to the internal section by hitting "+Add" -> "New File"

- The max size limit per document is250MB
- Document types supported = PPT, Docs, PDF, CSV, and various image formats

https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155010748115/original/AZcjzk4GV-Ekyod1WEdn54eJNPDbQvxSKg.png?1697980780

Searching for the Documents

Search documents based on the Document Name in the contact details page