Managing documents and files

With Keap, you can easily upload files directly to a contact record, ensuring you never misplace vital information about your leads and clients. Whether it’s documents, images, or anything else under 10 MB, you can securely store and access them anytime from the contact record. It is a seamless way to keep everything organized and at your fingertips!

How to do it…

Keap supports several file types, making data retention and delivery simple. Familiarizing yourself with what types of files you can upload will save you time and effort later on. There’s no sense in trying to upload files that cannot be uploaded.

Here’s a list of all the file types:

Figure 10.1 – Supported file types

In this recipe, we will cover managing documents and files within your contact records.

Uploading files to a contact record

Follow these steps to learn how to upload files to a contact record:

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