How to store files on a contact with a File Upload custom field

Step by step

Create the file field

1. In the left menu, open Settings and click Custom Fields.
2. Choose the Contacts object and click Create Field.
3. Pick the File Upload type.
4. Give the field a clear name, for example "Signed contract" or "ID document".
5. Configure the options:
   • accepted file types;
   • maximum size per file;
   • Allow multiple files: a single file or the maximum number of files;
   • the folder (group) where the field appears on the contact page, for example "Additional Info".
6. Save. The field is now available on every contact page.

Upload a file on the contact page

1. In Contacts, open the contact.
2. In the left panel, open the folder where you placed the field (or search for the field name).
3. Click Upload File in the field.
4. Pick the file from your computer and confirm.
5. Save the contact if auto-save is off.

View, replace or delete

1. To open the file, click the file link inside the field.
2. To swap it, delete the current file and upload the new one (or use the replace option if shown).
3. If you delete by mistake and an Undo option appears, click it to restore the file.