You add documents, such as a resume or a project list, from the Documents section of a Contact, Company, or Opportunity Record. You can upload several documents to the same record, replace an old version, organize your files, and delete documents you no longer need. Deleting several documents at once is available on Business and higher subscriptions.
How do I add a document to a record?
You upload a document from the Documents section of the record.
Open the Contact, Company, or Opportunity Record.
Select Documents.
Select the upload area, or drag the file into it. The area reads “Click here or drag files here to upload new standard documents.”
Choose the file you want to upload, and confirm the upload.
You can upload multiple documents to the same record. This keeps all the relevant information in one place.
How do I replace or update a document?
You upload the updated file to the record, and it replaces the previous version.
Open the record and select Documents.
Find the upload option.
Select the updated file, such as a new version of a resume, and upload it.
This keeps the most current information on the record.
How do I change a document’s type or mark a resume as primary?
Use the drop-down on the document to change its document type or to mark it as the primary resume. You can also download the file, or select Send To to add the document as an attachment in an email.
What are the List and Grid views?
The Documents section has two views. Select the view drop-down above your documents to switch between them.
View | What it shows |
List | Each document as a tile, with its type, name, last updated date, and file size. |
Grid | A table with the columns Type, Name, Status, Last Updated, Expires On, Verified By, and Verified On. |
Who can add documents?
Access depends on the document type. For users who are not Admins, an Admin sets it in User Roles. Full lets users with that role view, upload, edit, and delete documents of that type, and None gives them no access.
Go to Settings, then Security, then User Roles.
Select the User Role you want to update.
Open the Document Types section.
Set each document type, such as Resume or E-Signature, to Full or None.
Select Save.
How should I name and organize documents?
Use clear, descriptive file names so you can tell your documents apart, and use consistent naming conventions. Categorize files logically, and review your documents regularly so the record stays current. The Documents section keeps your files in one place so you can find them quickly. For more on categories, see Document Categories.
💡 Pro Tip: Put the type and the date in the file name, such as “Resume - Updated 10-2026.” The name then tells you which version you are looking at.
How do I delete documents?
You can delete one document at a time, or several at once.
One document: Open the record, select Documents, select the document, and then select File and Delete.
Several documents from a record: In the Documents section, hold Ctrl and click each document. In the Grid view, you can also drag to highlight several. Select Delete Selected, switch the confirmation to Yes, and select OK.
Several documents across many records: Select the documents in the Compliance Center grid, open the drop-down that shows the number selected, and select Delete.
Deleted documents cannot be recovered. eSignature requests that are still out for signature are skipped. Deleting several documents at once is available on Business and higher subscriptions. For the full steps, see Deleting Documents on a Record and What is the Compliance Center?
Troubleshooting
Why can I not upload or see a certain type of document?
Your User Role may have that document type set to None. Ask an Admin to set it to Full in User Roles, under Document Types.
Why do I not see Delete Selected?
Delete Selected appears after you select at least one document, and deleting multiple documents is available on Business and higher subscriptions. Hold Ctrl and click each document to select several.
Why was a document not deleted?
An eSignature that is still out for signature cannot be deleted. Cancel the request, and then delete the document.
What to share if it still does not work: the type of record, the type of document, the file type and size, a screenshot of the Documents section, and any message you saw.
Key takeaway
Add documents from the Documents section of a Contact, Company, or Opportunity Record by selecting the upload area or dragging a file into it. You can upload several documents, replace an old version, change a document’s type, and mark a resume as primary. Access depends on the document type in your User Role. Use clear file names, and delete documents one at a time or, on Business and higher subscriptions, several at once from a record or the Compliance Center.