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Attach a file to a contact

You can attach files to a contact's profile in a few easy steps.

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Written by Stephanie Desveaux
Updated over a week ago

To attach a file to a contact, follow the steps below:

  1. Click SCV, then click Search contact.

  2. In the search bar, search for the contact's name or email address.

  3. Click the Display Contact Profile icon.

  4. Click Profile, then click Notes.

  5. Write a note to accompany the attachment.

    • Your name is stored against the note.

    • You can't add a file without a note.

  6. Click the Attach icon, then select a file.

  7. Click the Send icon.

πŸ“ŒNote: You can't add a file without adding a written note. Your name will be stored automatically against the note.

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