Sync Attachments to a Contact Record
Sync inbound and outbound message attachments seamlessly to a contact's files!
- Go to Contacts
- Open a Contact Record
For Attachments on the Message: Effortlessly sync all attachments received in messages to the Contact's Document Management system. Just click the three dots on a message containing attachments and select "Add to Documents."
Attachment During sending message: You can also sync attachments while sending SMS and Email messages by simply checking the "Add to Documents" checkbox.