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How to Upload a Document to a Group Record

Upload a document to a Group record for future reference.

Written by John Allen

You are able to attach files to a Group record. You do this via the 'Documents' area.

When you click on 'Documents' it will bring up a list of correspondence along with an area where you can 'Attach a file.' Within this section, it tells you to either drag the file or click to navigate to a folder and then upload.

Once you upload a file it appears in the document history. For example I uploaded a word document called Consent Form. You also have the option to View, Rename or Delete the document.

When I click 'View' (eyeball), it opens the file in our built in text editor where it can be edited or then also be downloaded

The list of accepted file types are as follows:

  • csv

  • docx

  • email

  • eml

  • tif

  • msg

  • rtf

  • sms

  • webp

  • wtprint

  • xml

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