Uploading Documents to Contacts

Simplify document management by learning how to attach documents directly to contact records in Aesthetix CRM. Our easy-to-follow guide helps you organize important files efficiently, enhancing your ability to reference and retrieve documents when needed. Ideal for CRM users who require quick access to contracts, proposals, and other critical documentation.

1. Click on "Contacts".

1 Click on "Smart Lists".

2. Select "Smart Lists" from the menu.

2 Upload

3. Choose the contact you want to add a document to.

3 After that, click here.

4. Click on "Documents".

4 Click on "Add".

5. Click on "Add".

5 After that, click on the element.

6. After that, click "new file".

6 Upload

7. Click here to upload the document.

7 Now, click on the element.

8. Finally, click on "Upload" to complete the process.

8 After that, click on "Cancel".

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