Manage documents for a contact

On the Documents tab of a contact you can upload, view, share, move and delete files. This keeps all relevant documents stored directly with the right contact.

Upload a document

1. Go to Contacts;

2. Open the contact for which you want to upload a document;
3. Click the Documents tab;
4. Click Upload document;
5. Click the upload area to choose a file;
6. Select the desired file on your computer;
7. Choose the document type in the Type field;
8. Click Upload document to add the file.

Switch the view

1. Click the Grid or List button next to the upload button to switch between grid and list view.

View, share, move or delete a document

1. Click a document to open the detail panel;
2. Use the actions in the detail panel or the document's context menu:
   1. Download — download the file to your computer;
   2. Share — share the document by email;
   3. Move — move the document to a folder in the archive;
   4. Delete — move the document to the recycle bin.

A deleted document first goes to the recycle bin. There you can restore it or permanently delete it.