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

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

Click on the Files tab in the record navigation menu.

Select the file from your device and click Upload.

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.

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

Adding files to a company or person record

Find answers and get help from Intercom Support and Community Experts

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Adding files to a company or person record

How to add a file