You’ve been waiting for a better way to manage documents — and it’s here. Introducing Docs and Files, a brand-new tab at the contact level that brings all your important files together, right where you need them.

Whether you’re sending contracts, sharing estimates, attaching invoices, or tracking signed agreements, the Docs and Files tab brings everything together. You can upload up to 10 files at once (up to 250 MB) in popular formats like PDF, DOC, JPG, PNG, PPT, and more — directly under each contact. Documents are automatically sorted into folders like Internal, Sent, Received, and even Custom Fields, so your files are always easy to find.

This update takes us another step closer to a truly unified contact experience — where your communications, tasks, and documents live side by side.

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Docs and Files Tab — Now Available

You’ll now see a new tab called Docs and Files when you open any contact. Inside, you’ll find:

• Internal: For manually uploaded files.

• Sent: Files auto-saved from your outgoing conversations

• Received: Files received via conversations

• Custom Fields: Auto-organized documents linked to specific fields (nested under Internal)

Supported File Types

DOCX, PDF, JPG, PNG, PPT, GIF — up to 10 files per upload

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How to Use It?

1. Open any Contact

2. Swipe to the Docs and Files tab

3. Tap Upload to add your documents

4. Browse by folder or preview files with a single tap

It’s your contact’s digital filing cabinet — organized, streamlined, and built for the way you work.

Availability:

LeadConnector v3.97.3 and above