Adding Documents to a Record

How to add documents to a contact, company, or opportunity

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Once you have selected Documents section on a contact, company or opportunity record, you'll notice the ability to upload a new document.

You may use the drop down to alter your document type or mark a document as the primary resume. Additionally, you may download the file or select the Send To option if you'd like to quick add that document as an attachment in an email.

What's Next?

For more on creating new document types, check out our content below.

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