3.16 Adding Files to Contacts (Listing Docs, Offers)

Purpose:

Attach relevant documents, images, or other files directly to a Contact record for easy reference and organization. This is useful for keeping important items like scanned listing agreements (if not using e-sign), buyer pre-approval letters, copies of offers, property photos provided by a seller, or client identification documents associated with the correct individual.

How to Add Files:

• Via Documents Tab (on Contact Record):
  1. Navigate to the Contact record.
  2. Find the Documents tab in the right-hand panel (alongside Activity, Tasks, Notes).
  3. Click the + Upload File button.
  4. Browse your computer and select the file(s) you want to attach.
  5. The file(s) will be uploaded and listed under this tab.
• From Conversations: If a contact sends you a file via email, SMS (MMS), or another integrated channel within Conversations:
  • Locate the message containing the file attachment.
  • Hover over or click the attachment. Look for a ... (more options) menu or an icon.
  • Select an option like Add to Contact Documents or Save to Files. This copies the file from the message thread to the Documents tab on the contact record for persistent storage.
  • Alternatively, when composing an email or message with an attachment, there might be a checkbox option like Add attachment(s) to contact documents upon sending.

Accessing Files:

Files uploaded or saved via these methods can be viewed, downloaded, or deleted from the Documents tab on the Contact record. Note that files sent specifically for e-signature via Payments > Documents & Contracts are managed separately under that system but may also be accessible or viewable here once completed.