Overview - Documents

Adding, sharing, and requesting documents from contacts have never been easier. Documents aim to streamline the entire document management and sharing requirements for your business.

Internal Documents

tore documents for your contacts within the CRM on the Contact details page. These documents can be accessed by users who can view the contact. 

Documents added to custom fields are added to a folder named "Custom Fields" in the "Internal" section.


Documents in custom fields are non-deletable.

Adding Documents to your Contacts

Add new documents to the internal section by hitting "+Add" -> "New File".

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- The max size limit per document is 250MB - Document types supported = PPT, Docs, PDF, CSV, and various image formats

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