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Attaching Documents to your Contacts

How to attach, manage, and track documents on a contact profile in TidyHQ.

You can attach documents directly to a contact's profile — useful for storing things like a Working With Children check or other organisation documentation against the right person.

To add an attachment, open the contact and click Attachments in the sidebar (or press Shift + A). Drag and drop a file into the area, or click Add to use a file picker.

Attachments section on a contact profile showing drag-and-drop area and Add button

Any organisation admin with Contacts permission can rename or delete attachments once uploaded.

All attachment activity is logged in the contact's Activities section and in your organisation's global Activity Feed.

Contact activity log showing attachment upload and rename events
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