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How do I upload a file to a contact, company, category or project?

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  1. Select 'Contacts' from the left navigation menu and select a contact (The following steps may be completed for any Contact, Company, Category or Project).
  2. Select the 'My Files' tab from the bottom right of the right panel. The file depot for the entity will be displayed.
  3. Click the 'Upload' button.
  4. Select the file you would like to upload and click 'Open'.
  5. Confirm the upload by clicking 'Yes'.
  6. The file has been uploaded and linked to the selected contact or entity.