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Adding files to a company or person record

Learn how to upload and manage documents within your company or person records.

You can attach documents directly to any company or person's record to centralize your information.

How to add a file

  1. Open the company or person's record you wish to update.

  2. Click on the Files tab in the record navigation menu.

  3. Click the Upload file button.

  4. Select the file from your device and click Upload.

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