Insert a document in Contacts
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In the Contacts module, open the contact detail (1) and on the Documents tab (2) you can insert the document (file) by clicking on “Insert Document” (3).
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Clicking Insert Document displays the “Document” dialog box, select the file (4) you want to insert, and displays a file name such as Handouts.pdf. Select a document type from the menu (5). To paste, click Save (6). You are informed about the saving by a message, click OK.
Inserting document in Calendar
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You can insert a document to a client or activity directly in the activity detail by clicking on the Documents tab (1) > Insert Document (2).
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After clicking, you will see a dialog box for saving the document. Alternatively, you can change whether you want to save the document for an activity or contact.