How do I add documents to a Contact profile?
Documents such as CVs and behavioural traits profiles can be stored within a Contact profile.
Tip: Keep all documents together in the Contact profile where they are easily discoverable by anyone in the team.
Eliminates the need to interrupt workflow with searching in other storage databases for important information.
On the dashboard, select Contacts tab.
Select Contact and open Contact profile. Select Documents from the top toolbar.
Once the Document section is open, PDF, JPEG and PNG files can be dragged and dropped straight into the Contact profile.
Tip: If files are stored in a Cloud based system they will need to be stored locally on your device before you drag into the Contact profile
