Adding Attachments to Contacts

If you wish to attach documents to your contacts, you can do so by following the steps mentioned below:

Add Attachments to Contacts

Once the attachments are added, you can choose to share it with your customer. If you wish to share an attachment with your customer, click on Enable next to Display in client portal option. Now, the shared files will be visible to your customer when he/she logs into the client portal.

Share attachments in client portal

Note: You can upload only a maximum of 10 attachments, 5 MB each.

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