Attach a File to a Contact with a Custom Field

Sometimes the file you need on a record isn't a signed contract — it's a scanned ID or something specific to your workflow. A File Upload custom field handles that.

Setting up the field

1. Go to Settings > Custom Fields > Create Custom Field.
2. Choose File Upload, give it a clear name.
3. Configure restrictions: allowed file types, max size (up to 250MB), whether multiple files can be attached.
4. Save — it appears on every contact's profile.

Supported formats: PDF, DOCX, PNG, JPG, CSV, PPTX, XLSX. Video not supported.

Using it on a contact

1. Open the contact's profile and find the field.
2. Click Upload File and select the document.
3. View, replace, or delete it as needed.

When to use this instead of the Documents tab

Good for a single reference file tied to a specific data point. For ongoing back-and-forth of files, use the contact's Documents tab instead.