Enhance your contact management by learning how to add files to your contacts with this detailed guide, allowing you to store important documents and information directly alongside your contact details for easy access and organization.
Should you wish to manually append files to your contacts, initially you will require a custom field type dedicated to files.
1. Click on "Settings" to access your preferences.
2. Select "Custom Fields" to customize your data.
3. After, click on "Add Field" to create a new entry.
4. Click on "File Upload" to start uploading documents.
5. Click "Choose File" to select the file you want to upload.
6. Click "Next" to proceed with the upload process.
7. Provide "Field Name" to identify your custom field.
8. Choose Object from the drop-down list for better categorization.
9. Choose group from the drop-down list to organize your data.
10. Tick box/es of file format you want to allow for uploads.
11. Once that's done, click on "Additional preferences" for more options.
12. Provide Unique Key to distinguish this entry from others.
13. Add description
14. Click Save once done setting up.
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Guide on How to Add Files to Your Contacts | Gobe Creativ
