Files

Here, you can upload files that you frequently use in connection with the respective contact record. These include, for example, contracts, agreements, and similar documents.
You can also access this data on the go via onOffice. The files are part of the dataset and are backed up along with it.
In addition, files that the customer uploads via Contact data completion are stored here as copies. This ensures that you always have a complete overview of when each file was uploaded.

“Uploaded” tab

In addition to the files uploaded via contact data completion you can upload files yourself. Upload your files using the file upload form. These are clearly presented in a list format, ready for a variety of uses.

“From Activities” tab

In the “From Activities” tab, you’ll find a list of links to email attachments (incoming or outgoing emails) for this contact record. Here, for example, you can quickly access an attachment sorted by date. The files are not saved here again; only a link to the file attachment is displayed.