Contact Documents
Uploading Contact Documents
1. Click Contacts, located in the left pane of your Thread page.
2. Search for the contact you want to attach documents to and double click on their name.
3. The Edit Contact window will pop up. Click the Attachments tab.
4. You can add documents by dragging and dropping or by clicking on the box shown.
Note: The document must be less than 300MB.
5. Click Upload to upload the attachment.
6. When finished, click Save. You can find a contacts documents under the Attachments tab of their details.
Downloading Contact Attachments
Attachments that have been added to a contact can be downloaded at any time.
1. Click Contacts, located in the left pane of your Thread page.
2. Search for the contact you want to download the documents from and double click on their name.
3. The Edit Contact window will pop up. Click the Attachments tab.
4. Select the attachment(s) you want to download and click Download, located in the grey pane above.
You can find the downloaded attachments in your PC’s Downloads folder.
Related Articles
Contact Details
Once you have added a contact to Thread, you can update their details, add documents, link them to files, add contact relationships, answer contact questions, and more. Updating Contact Details You can update contact details at any stage after ...Add Attachments to Contacts using Outlook add-in
When using the Thread for Email Outlook add-in, select an email in your Outlook that has the attachment you wish to add to a contact in Thread. Under your Contacts list, click the down arrow next to Attachments. Select the contact you wish to add ...Uploading Documents to Files
1. Click Files in the left pane of Thread. 2. Search for the file you want to add documents to by using the search bar provided. 3. Click the file name. 4. Go to the Activity tab under File Documents. 5. Drag and drop a document from your desktop or ...Adding Outlook Emails and Attachments to Thread
With Thread’s Outlook add-in, you can easily upload emails and email attachments to Thread directly from Outlook. You can rename emails and attachments from the Add-in, add a status, activity type, and time type, add to a bundle or group activity, ...Import documents from OneDrive folder
If you have documents within your OneDrive that you wish to add to a file, you can easily do this by using the Import -> From OneDrive. Once you click this, a pop-up window will open with your OneDrive folders, where you can locate the documents you ...