Add attachments to Contacts

Storing documents in the Contact's details

Updated over a week ago

Many organisations and clubs require certificates or qualifications such as first aid certificates, birth certificates, working with children certificates, scuba diving certificates etc.

There are two ways that you can add an attachment to a Contact, using the Attachments Panel, or creating a custom field.

Using the Attachments Panel

The Attachments panel allows club administrators with Contacts permission to add, rename and remove any number of attachments alongside each Contact.

We recommend this approach for storing files alongside a Contact that will be viewed and managed by club administrators only. It is particularly useful if the number of files associated with a Contact will be large or significantly variable in category from Contact to Contact.

Navigate to the Overview page for a specific contact. On that page there should be an attachments section:

To upload an attachment, drag a file from your computer into the attachment area. The area should pulse blue. When you release the file over the area, it should upload:

You can also click the "Add" button, to access a file picker to perform the same action.

Once a file has been uploaded, you can click the Pencil icon to edit the file's display name, and the Trash icon to delete the file.

Using a Custom Field

Custom fields enable both club administrators with Contacts permissions, as well as optionally the member themselves, to upload one specific kind of file to be associated with a field. You will need a seperate field for each category of file.

You can create a Custom Field file which will allow you to upload a .jpg file and then view it again in the contacts profile.

Go to Organisation Settings > Custom fields > Add Custom Field

The uploaded file is available via the Contact's details:

Note: If you require a number of certificates/files per person, you need to add a field for each.


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