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Attach a file to a contact

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

Written by Xanthe Jackson

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.

  6. Click the attach

    icon, then select a file.

  7. Click the send

    icon.

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

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