Learn how to use the Filing Cabinet to keep contact-related documents accessible and secure.

This article covers:

• About the filing cabinet
• Upload documents to the filing cabinet
• Manage uploaded files
• Update document settings

About the filing cabinet

The filing cabinet is a digital space within a contact record where you can store, organise, and manage documents. Whether you're uploading files manually or saving system-generated letters, this feature helps keep everything in one place for easy access and sharing.

Upload documents to the filing cabinet

Use this feature to add relevant files to a contact's record. You can upload documents manually or drag and drop them directly into the filing cabinet.

1. Go to: A contact record
2. Click the Filing Cabinet tab
3. Choose a folder, if needed, before uploading a document
   
4. Drag and drop the file into the upload area, or click the cloud icon to browse and select a file
   
5. The file will appear in the Files section once uploaded

Manage uploaded files

Once your file is uploaded, you can view, edit, download, or email it directly from the filing cabinet.

1. Click on the uploaded document
2. Select the desired action:

• View the document
• Download it to your device
• Send as Email directly from the system
  

Update document settings

After uploading, you can customise how the document behaves and who can access it.

1. Click the spanner icon in the bottom-right corner of the document to update:

• Name - Rename the document
• Details - Add further information about the document
• Share With - Choose visibility—entire office, specific users, or teams
• Folder - Select folders where the document should appear
  

2. Click Save

You can delete the document from this window.

1. Click Delete
2. In the pop-up window, click Yes/Proceed

What's next?

Learn how to create and manage folders to organise files, templates, and stored content across your workspace.