Who This Is For / When to Use
Users who send or receive files via email, SMS, or social channels and need them stored per contact.
Teams that want a single, auditable place to view, download, preview, or delete contact-related documents.
Accounts that require both automatic attachment syncing and manual document uploads.
What the Document Management Tab Does
Centralized Attachment Storage
All attachments exchanged with a contact (email, SMS, Instagram, Facebook) automatically sync into the contact’s Documents tab.
Organized Document Views
Documents are grouped using filters:
All
Internal
Sent
Received
This allows fast retrieval without searching conversation threads.
Preview, Download, and Delete
Each document supports:
In-app preview
Direct download
Deletion (based on permissions)
How to Access the Document Management Tab
Go to Contacts.
Open a contact record.
Click the Documents icon on the right-side panel.
Viewing and Filtering Documents
Open the Documents tab.
Use the filter bar to switch between All, Internal, Sent, or Received.
Use the search field to find a document by name.
Uploading Documents Manually
Add a Document to a Contact
In the Documents tab, click + Add.
In the Add Documents modal:
Choose a Section (for example, Internal).
Drag and drop files or click to upload.
Optional: enable Share documents on Client Portal.
Click Upload to save the file.
The document appears immediately in the contact’s Documents list.
Managing Existing Documents
Locate the document in the list.
Click the three-dot menu on the right.
Choose one action:
Preview
Download
Delete File
Automatic Attachment Syncing
The Document Management tab automatically syncs attachments when:
An email with attachments is sent or received.
An SMS or social message includes files.
Supported social channels include Instagram and Facebook.
No manual action is required.
Common Issues and Fixes
Document not appearing
Refresh the contact record.
Confirm the file was sent or received through a supported channel.
Check the correct filter (Sent, Received, Internal).
Upload button disabled
Ensure at least one file is selected.
Confirm file size and type are supported (DOC, PNG, JPG, GIF, PPT, PDF; up to 250 MB each).
Can’t delete a document
Verify you have permission to manage documents for the contact.
FAQs
Can I upload documents not tied to a message?
Yes. Use + Add in the Documents tab to upload Internal documents manually.
Are social media attachments supported?
Yes. Instagram and Facebook attachments automatically sync to the contact.
Can I bulk download documents?
No. Documents must be downloaded individually.
Who can see synced documents?
Any user with access to the contact record can view synced documents.
What file types are supported?
Common formats including PDFs, images, presentations, and documents.