Add a pdf file to contact

Max Classic
1

Can you add a pdf or word document to a contact file?

2

Every contact has a filebox that any file that is 10Mb or less can be uploaded to.

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3

The Filebox that John mentioned is largely manual. You can add files to it via the API, or you can upload them yourself. But there isn’t an easy/native way for customer to upload their own files through a web form, etc.

http://help.infusionsoft.com/userguides/contact-management/create-and-manage-contacts/upload-and-store-files-on-a-contact-record

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