Introduction

The Documents tab within a contact profile stores all files related to that specific contact. It provides a central place to upload, view and manage contact-related documents.

You can access this page via:
CRM → Contacts → Contact Detail Page → Documents

Summary

• Documents List Overview
• Managing Documents

Documents List Overview

The Documents list displays all files associated with the contact. For each document, you’ll see:

• File name and format

• File size

• Last updated date

The most recently added documents are shown at the top of the list.

Managing Documents

You can manage documents directly from the Documents tab:

• Uploading documents

  • Select the + button in the top-right corner of the Documents list

  • Upload files from:

    • Local files

    • Dropbox

    • Google Drive

    • DocuSign

• Document actions
  Each document includes a More options (⋯) menu, where you can:

  • Send to DocuSign (see Docusign Integration)

  • Download the document

  • Delete the document (confirmation is required before deletion)

In addition to the contact profile, there are also documents tab in Sales Progression/Lettings Application and Property Detail pages. These areas provide further context on how documents are used across LoftyWorks.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.