Manage a Contact's Documents and Sharing Permissions

Every contact has a Documents panel where related files collect over time. You control exactly who can open each one.

Getting attachments into the Documents tab

• From a received message: three-dot menu on any message with an attachment, choose Add to Documents.
• While sending a message: check Add to Documents when composing.

Controlling who can access a document

Four access levels:

• Public — anyone with the link.
• Private — authorized team members only.
• One-time passcode — recipient verifies through email.
• Password-protected — requires a passcode you set.

Set an expiration date and control download vs. view-only. New links default to private.

Tracking access

Each shared link keeps a history of when it was opened and by whom.

A word on sensitive files

Avoid storing highly confidential info as a contact document even with these controls.