Although there is no feature within Act! 365 that will allow you to directly attach a document to a Contact record it is possible to store a link to a hosted document on a Cloud file storing platform, examples of this are Google Drive or Dropbox, other 3rd party providers are also available.
Important: Act! 365 Customer Success team can not provide support with or recommend specific 3rd party applications/hosting providers.
The following steps explain how to do this:
- Go to the Contact who you would like to attach the document to
- Create a new Activity by following the article below, do not click the Save button for the Activity
How do I record an activity from a contact?
How do I add a new activity?
- Once you have completed the relevant steps above you can now insert a link for your hosted document in to the Activity Details or Notes
- Click Save
Once the Activity is created you can copy and paste the URL in to your web browser to retrieve the document allowing other Users to access it.