- To add files in the contact, go to “Contact” page and click “Add Contact” on the top right corner.
- Enter all the required contact information like First Name, Last Name, Email, Address, City, State, Country, Postal Code, and so on.
- Then click “Add Files” button available in the Files column.
- To add organization, click “Add Organization” under the organization tab.
- In the popup window, you can choose the option to upload files either from “My Device” or from “Camera”.
- Then choose the file and then click “Open”.
- Once all the required information is given, then click “Save” button.
- To add files for the already exist contacts, click any contact as you want.
- Go to “Files” tab.
- Yor can choose either “My Device” or “Camera” options to upload the file.
- Users can also create new folders by clicking “New Folder” button.
- Users can access these files from YoroDrive also.
- Click “YoroDrive” and go to “YoroCRM”.
- Click “Contact” or “Organization” folders to access the files stored under each contact.
- In “Contact” folder each contact will be shown in separate folders.
- Users can click any contact folder to access the files stored under the contact.
