Quick Answer
How do you manage attachments in a BizStackPro contact record?
Open Contacts, select the contact record, and open the Documents tab. From there, you can filter stored documents, manually upload internal files, save supported message attachments using Add to Documents, and preview or download files when needed.
Why the Documents Tab Matters
You may have files shared through emails, messages, or uploads, but it is not always easy to find them later.
The Documents tab, also referred to as Document Management, gives you a centralized place inside each contact record where attachments can be stored and reviewed.
Instead of digging through conversations, you can quickly see what was sent, received, or uploaded internally.
Keeping these files connected to the correct contact helps reduce the chance that important documents will become lost inside conversation threads.
Keep contact files in one place
The Documents tab gives your team a consistent place to look for files associated with a contact instead of searching through individual messages.
Document Management at a Glance
Before You Begin
Make sure you have access to the correct contact and any files you want to manage.
- Sign in to your BizStackPro account.
- Confirm the contact already exists in Contacts.
- Verify you are opening the correct contact record.
- Have the file available if you plan to upload an internal document.
- Confirm the appropriate messaging channel is connected when working with message attachments.
- Keep in mind that available file formats and upload limits may depend on your account and channel.
How to Use the Document Management Tab
Follow these steps to organize and access attachments so your files stay connected to the correct contact.
Open a Contact
Go to Contacts and open the contact record you want.
Open the Documents Tab
Select the Documents tab inside the contact view.
Filter and Search
Use filters such as Sent, Received, and Internal to narrow the results, and use search when needed.
Upload an Internal File
Click + Add and upload the file using drag-and-drop or the available file picker.
Save Message Attachments
When composing a message with an attachment, enable Add to Documents so the file is saved to the contact record.
Preview or Download
Use the available file menu, often shown as a three-dot ⋮ action, to preview or download the file.
Check connected channels when attachments do not appear
If you do not see social-channel attachments syncing, confirm the channel is connected and that attachment syncing is supported for that channel in your account.
Document Management Best Practices
Frequently Asked Questions
Can I add attachments from social media platforms like Instagram and Facebook?
How do I ensure that my email attachment is saved in the Documents tab?
What types of files can I store in the Documents tab?
Can I upload internal documents that are not tied to a specific message?
Is there a file size limit for attachments?
Continue Learning
Continue learning how to manage contacts and the information connected to them with these related Help Center guides.
