Upload contact documents

Attach documents to each Synergy contact record that you need to be able to access from any location. Contact documents are items like statements, bills, or other details about a client before the proposal project stage has begun.

Contact documents features overview

• Upload multiple files at once
• Add tags for easy reporting and searching about files
• Document version control
• Download the file - to any device - from any location with access to Synergy
• Lock files to stop further versions being created
• Send a file via email with a download link to Synergy

Upload files to a Synergy contact

1. Drag and drop files onto the upload panel
2. Click the upload button and browse to the folder that contains the files you want to upload

Learn more about contact documents.