How To Attach Files To a Contact
The attachment feature for your contacts is perfect for keeping track of any documents, images, or videos that are relevant to your customer! Store before & after photos, signed documents, confirmations from manufacturers, and more!
How to Attach Files in the MyBlindCo App (iPad Version):
- Open up the contact to which you want to attach a file.
- Toward the bottom of the screen, you’ll see six different tabs including Notes, Quotes, Orders, POs, Repair, and Files. Click on Files.
- Under the file tab, you’ll find a blue button that reads Add File. Click this button.
- In the pop-up, choose whether the file you’re attaching is a document or image/video, then choose your file, and type in any relevant information you wish to store in the notes.
- When you are done, click the Upload button.
How to Attach Files in the MyBlindCo Portal (Browser Version):
- Open up the contact to which you want to attach a file.
- Scroll down to the bottom of the screen, and you’ll see six different tabs including Notes, Quotes, Orders, POs, Repair, and Files. Click on Files.
- Under the file tab, you’ll find a blue button that reads Add File. Click this button.
- A pop-up will appear that allows you to choose a file from your computer, as well as add a note.
- Click the box under Choose File and select your file from your computer.
- When you are done, click the Upload button.
If you found this article about how to attach files to contact in MyBlindCo helpful, you may benefit from our article about how to add employee photos to appointment confirmation emails:
How To: Add Employee Photos to Appointment Confirmation Email
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