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Documents

Documents stores files that belong to contacts, projects, events, protocols, or general organization work.

  1. Open Documents and select Upload document.
  2. Select the file and enter its name.
  3. Choose the contact under Kontakt or the project under Projekt. Other visible assignments can be added when needed.
  4. Select Save.

The document then appears in the organization document list and in the linked contact or project.

Upload from a contact or project​

The same result can be reached from the related record:

  1. Open the contact or project.
  2. Select Documents.
  3. Select Upload document, choose the file, and select Save.

If a document is missing from a contact or project, open it from Documents and check whether the correct Kontakt or Projekt is selected. Uploading a file does not send it to anyone.