How to Manage Documents for a User Profile

Note: This is different from the Docs tab on a customer Account, which is used for storing files related to the company as a whole, like contracts or project plans.

How to Get Here

1. Navigate to the detail page for the user or contact you are working on.
2. In the tab menu, click on Docs.

Instructions

The process for uploading and managing documents here is near identical to managing documents for an account. For detailed, step-by-step instructions on how to use the upload form and manage the grid, please see our main guide:

• See Article titled: How to Upload and Manage Account Documents