How To Add Attachments to a Contact

Adding attachments to a contact is a great way to include any necessary documentation or files needed to ensure you stay as organized and informed as possible. There are 2 ways to add an attachment to a contact, one being from the Admin side and the other being from the Caller side. As an Admin, if you would like Callers to be able to add or view attachments, you must add the Attachments tab into one of the panels.


Adding Attachment as an Admin:

1. Log in to VanillaSoft and select the Project that the contact resides.
2. From the top menu, select Contacts & Reports.
3. Go into the Search Contacts section and search for your desired contact.
4. Once you found your contact, click anywhere on the contact line, which will bring up the contact's page.
5. From the tabs listed at the top, go into the Attachments tab.
6. Click the green Add Attachment button.
7. Chose the file from either the Document Library or upload directly from your computer.
8. Once you selected your file, click Attach to add it to the contact.


Adding Attachments Tab into Panel:

1. Log in to VanillaSoft an an Admin and select the Project you want to add the Attachments tab to.
2. From the top menu, select Page Layout then Panel Layout.
3. Open the Available Tabs drop-down and select Attachments.
4. Select which panel you would like the Attachments tab to be displayed within then click Add.


Adding Attachment as a Caller:

1. Have the contact on your screen and select the Attachments tab (if you don't see the Attachments tab, your Admin will have to follow the steps above to add the Attachments tab into a panel).
2. Chose the file from either the Document Library or upload directly from your computer.
3. Once you selected your file, click Attach to add it to the contact.

Have more questions? Submit a Ticket