You are able to attach files to a Group record. You do this via the 'Documents' area.

When you click on 'Documents' it will bring up a list of correspondence along with an area where you can 'Attach a file.' Within this section, it tells you to either drag the file or click to navigate to a folder and then upload.

Once you upload a file it appears in the document history. For example I uploaded a word document called Consent Form. You also have the option to View, Rename or Delete the document.

When I click 'View', it downloads the file allowing me to open it.

The list of accepted file types are as follows:

  • csv

  • docx

  • email

  • eml

  • tif

  • msg

  • rtf

  • sms

  • webp

  • wtprint

  • xml

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