In this article, you'll learn how to create a custom field and add it to your Contact Details so you can attach files within a contact record. Start by going to the Settings section, selecting Custom Fields, and clicking the "+Add Field" button.
File Upload
A pop-up window will appear. Click on File Upload, then use the Preview section in the upper right corner of the popup to upload a file if you'd like.
File Name and Folder
Give your new field a name so it's easy to identify, then select the group you'd like the custom field to sit in.
Select Object
Next, choose where in the system you want this custom field to apply: Contact, Opportunity details, or a Custom Object. Since we want to view the file(s) within a Contact record, select the Contact Object here.
File Type
Specify which types of files can be attached to this custom field. You can also select "All" to allow any file type.
Allow Multiple Files
If you need to attach more than one file to a single custom field, enable the toggle and set the maximum number of files allowed.
Configure any remaining preferences, then click Save.
How to Use Your Custom Field
To see your custom field in action, go to the Contacts section from the left menu and open an individual contact record.
Within the contact record, find the group you added the custom field to, then scroll down to the new file option. Click the Upload a File button, choose the file from your local browser, and once it's uploaded, click Save.
How to Use the Contact Documents Tab
You can also upload documents directly to a contact's profile via the Documents tab. Go to the Documents section and click the "Add" button to upload up to 10 files at once. For more detail on this feature, see the Document Management article in this section.
This lets you organise and manage additional information within your contact or opportunity records, keeping your data complete and easy to access.