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Guide on How to Add Files to Your Contacts | Pest AI

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Guide on How to Add Files to Your Contacts

This guide will guide you step by step on how to add files to your contact.

1. To begin, navigate to and select 'Settings.'

1 Now, click here.

2. Next, click on 'Custom Fields' under settings.

2 Click on "Custom Fields".

3. Now, proceed by adding a new field.

3 Click here.

4. Select the 'File Upload' option.

4 Click on "File Upload".

5. Then, click on 'Choose File' to upload your file.

5 Next, click on "File".

6. After uploading, click 'Next' to continue.

6 Once that's done, click on "Next".

7. Enter the name in the 'Field Name' box.

7 Click here.

8. Choose 'Contact' from the object dropdown list.

8 Click on "Contact".

9. Select your preferred group from the dropdown.

9 After that, click on "Select".

10. Tick the boxes for desired file formats to allow.

10 Click here.

11. Ensure to tick 'Allow Multiple Files.'

11 Next up, click on the element.

12. Set the maximum file limit as required.

12 Click here.

13. Click on 'Additional preferences' for more options.

13 Click on "Additional preferences".

14. Provide a unique key for identification.

14 Click here.

15. Lastly, add a description for more clarity.

15 Next, click on the element.

16. Once all is set, click 'Save' to finalize your settings.

16 Click on "Save".

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