How to Add a Document to a Contact

Documents can be uploaded into the Contact, Event, and Grant Modules.

Here are step-by-step instructions on how to upload a document:

1) Navigate to Contacts > Search Contacts. If you are looking to upload a document related to an Event, Navigate to Events > Search Event. Lastly, if you are uploading a document related to a Grant, navigate to Grants > Search Grants.

2) Now that you are on the search page, search and select the record you want to add the document into.

3) Select the ‘Documents’ tab from the navigation bar within your record. This may vary slightly depending on whether you are in a contact record, event, or grant.

4) Select the green ‘Add Document’ button to upload a new file.

5) This next page is where you will select ‘Choose File.’ This will allow you to browse your computer to select the file you want to upload. Once it is selected, you will click on ‘Upload File.’

6) You have successfully added your document! Options to view or delete this document will appear.