How do I upload a file to a contact, company, category or project?
'Contacts'from the left navigation menu and select a contact (The following steps may be completed for any Contact, Company, Category or Project).
- Select the
'My Files'tab from the bottom right of the right panel. The file depot for the entity will be displayed.
- Click the
- Select the file you would like to upload and click
- Confirm the upload by clicking
- The file has been uploaded and linked to the selected contact or entity.