On the homepage of your environment, you can click Modules on the left-hand side. The different modules will then appear as green tiles. Click the General tile.
Then click "Contacts" on the left-hand side.
By clicking "Details" on the right-hand side next to the name of the desired contact, you will see an overview of the contact details.
At the top right, you will find the blue "Documents" button. By clicking this, you open the screen with an overview of the documents that have already been linked.
By clicking the green "New document" button at the top right, you can link a new document to this contact.
To add a new document, the following parameters must be filled in:
- Name: each document needs a unique name. This way, you can quickly identify which document it is.
- File: this is where you can upload the document.
- Comments: here you can optionally add information about the document that is important to you.
Then click the green "Save" button.