Attach a Document to a Contact

Attach a Document to a Contact

There are two ways to save documents to a contact. 

Method #1: After you have uploaded a file into LionDesk, you can click on the "Add to Contact" button.

A window will appear:

  • Type the name of the contact you want to send it to.
  • Click "Add to Contact


Method #2: You can also send a document via email directly to the contact profile by emailing As long as LionDesk is able to find the client email address, it will save both the email and attachments to the contact record.

Note: Only the owner of the contact is able to save the emails and attachments to contacts.

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