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How do I link Documents to a Contact?

Last updated by Sam Brown on March 21, 2018 10:09

Q: I have added some documents on via File Manager but I can't see them when I try to link a document to a Contact record or when I try to attach a document to a plain text Email (via More Options menu within Contact record). What should I do to resolve this?

A: You need to ensure that your documents are made public i.e. you need to edit and remove the tick which by default makes your documents private. That should sort it.