Created Date: 7/11/2025 2:49:18 PM | User Level: Regular User
Note: This is different from the Docs tab on a customer Account, which is used for storing files related to the company as a whole, like contracts or project plans.
How to Get Here
- Navigate to the detail page for the user or contact you are working on.
- In the tab menu, click on Docs.
Instructions
The process for uploading and managing documents here is near identical to managing documents for an account. For detailed, step-by-step instructions on how to use the upload form and manage the grid, please see our main guide:
- See Article titled: How to Upload and Manage Account Documents
Knowledge Base Article Categories
Choose from the Knowledge Base category to view the available articles.