How to Upload Attachments to Contacts on Mobile

Keep your client documents organized and accessible by attaching them directly to their profiles.

• Access the Files Tab: Open a contact profile and select the Files tab.

• Upload Documents: Tap the (+) icon to select files from your phone or use your camera to scan a physical document.

• Stay Mobile: Securely stored files are synced to the cloud, allowing you to access them from any device at any time.