How to Add a Document to a Contact’s File – Proprio Expert How to Add a Document to a Contact's File - Proprio Expert

How to Add a Document to a Contact’s File

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This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”

Steps to Follow

1. Go to the “Data” tab and the “Contacts” subtab.

2. Click on the contact to which you want to add a document.

3. Click on “Edit” at the top right.

4. In the seventh page of the dialog box, click on “Select a file” to add a document.

5. Browse your computer, and upload the document.

6. To add more than one document, click on “Add a document.”

7. Click on “Finish.”

You have now added a document to a contact.

Transcription of the Subtitles

To add a document to a specific contact, go to the “Data” tab and the “Contacts” subtab. Click on the contact. Click on “Edit.”

Go to the last page of the dialog box. Click on “Select a file,” and browse your computer to find the document.

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