Add a new file to an individual Contact or Account record.
In this tutorial, we'll take a look at file uploads on the Contact and Account objects. This is useful when you have a PDF or other file that needs to be associated with a specific record. Let's get started!
To add a new File, start by finding the related Contact or Account.
Under Quick Links, hover over Files.
Click Add Files in the top-right corner.
In the modal pop-up, click Upload Files in the top-left corner.
Select and submit the necessary file(s) from your computer.
Click Done once upload is complete, to see the new file.
Need to share a file with someone outside of HQ? Generate a Public Link via the file preview screen!