Best way to store Word docs on a contact record for sales reference?

[MDePardo]

Hi everyone,

We’re creating personalized letters in Microsoft Word for a select group of contacts.

The goal is to have each contact’s personal letter easily accessible directly on their contact record, so our sales rep can quickly open and read it before outreach.

I’m trying to figure out the best way to do this in HubSpot.

Is there a recommended place on the contact record to store individual Word files?

I don’t see a general “attachments” area on our contact records.

Thank you for your help.

[karstenkoehler]

Hi @MDePardo,

There are two options here:

• You can use the attachment section: Add and manage attachments on records and activities
• You create a property of the type “File upload” - it looks like in the screenshot below: Create and edit properties
  
  

Let me know if you have any follow-up questions!

[MDePardo]

Hi Karsten!

Thank you for pointing out the attachments on the right side, I was looking in the wrong spot for them and it was buried as the last one there.

I have what I need now, thank you!