Attaching a file to a contact in BoldDesk lets you store documents directly on the contact record—such as IDs, contracts, forms, or reference files—so agents can access them anytime they view the contact.

This guide shows how to open a contact profile, access the Files tab, and upload files to the contact. It also highlights the required permission to view the contact profile, since the Files tab is only available to agents who can access the contact record.

Prerequisite

• The agent must have permission to view the contact’s profile. If the agent cannot view the contact profile, the agent cannot access the Files tab to upload attachments.

Navigation

Contacts → Open a contact → Contact profile → Files

Steps

Follow the given steps to attach a file to a contact in BoldDesk:

1. Open the Contact profile that will store the attachment.

2. Select the Files tab.

3. Click Browse, select one file from your local device, and upload it.

4. To attach additional files, repeat step 3 for each file.

   

Result

• The uploaded files appear in the Files tab and are attached to the selected contact profile.

Frequently Asked Questions (FAQs)

1) Where are files saved after I upload them to a contact?

Uploaded files are stored on that contact’s record under Contact profile → Files. You can view them anytime by opening the same contact and selecting the Files tab.

2) What permission do I need to attach files to a contact?

You must have permission to view the contact’s profile. If you can’t access the contact profile, you won’t be able to open the Files tab to upload attachments.

3) Where do I go in BoldDesk to upload a file to a contact?

Navigate to: Contacts → Open a contact → Contact profile → Files.
From there, you can upload files from your local device.

4) Can I upload multiple files to the same contact at once?
No. The Files tab allows uploading one file at a time. To attach multiple files, upload them individually by clicking Browse and repeating the upload for each file.