Locate the contact you would like to upload a document for using the “Jump to contact…” feature at the top of the screen. 

Once on the contact’s dashboard, click on the Documents tab.

Then click Upload a Document.

Provide a Document Name and Description.

Click Choose Files and choose the document on your computer. Once the file has uploaded, click "Save".

Your uploaded document should appear on the main Documents tab on your contact.

Supported File Types: