Synchronize Attachments with the Document Management Tab

Why the Documents Tab Matters

The Documents tab (Document Management) is 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.

Key Features and Benefits

• Centralized storage: Keep all contact-related files in one place.
• Easy filtering: View Sent, Received, or Internal documents.
• Fast preview + download: Open files right from the contact record.
• Automatic syncing: Store attachments from email/SMS (and other connected channels where supported).
• Manual uploads: Add internal documents any time using the + Add button.

How to Use the Document Management Tab

1. Open a contact:
   Go to Contacts and open the contact record you want.
2. Click Documents:
   Select the Documents tab inside the contact view.
3. Filter and search:
   Use filters like Sent, Received, and Internal to narrow results, and search when needed.
4. Upload an internal file:
   Click + Add and upload via drag-and-drop or file picker.
5. Sync message attachments:
   When composing a message with an attachment, enable Add to Documents so the file is saved to the contact record.
6. Preview or download:
   Use the file menu (often a three-dot ⋮ action) to preview or download.

Pro Tips

• Use filters first: Start with Sent/Received to find files fast.
• Name files clearly: Consistent names improve search and reduce confusion.
• Standardize uploads: Use Internal for documents your team needs (contracts, intake forms, invoices, etc.).
• Keep everything on the contact: When sending email attachments, check Add to Documents so they’re always available later.