How to Attach a File to Contact Group in BoldDesk
Attaching a file to a contact group in BoldDesk lets you store shared documents directly on the contact group record—such as contracts, forms, reference files, or internal notes—so agents can access them anytime they view the contact group.
This guide shows how to open a contact group profile, access the Files tab, and upload files to the contact group. It also highlights the required permission to view the contact group profile, since the Files tab is only available to agents who can access the contact group record.
The Files tab supports uploading one file at a time. To attach multiple files, repeat the upload steps for each file.
Prerequisite
- The agent must have permission to view the contact group profile. If the agent cannot view the contact group profile, the agent cannot access the Files tab to upload attachments.
Navigation
Contacts → Contact Groups → Open a contact group → Contact Group profile → Files
Steps
Follow the given steps to attach a file to a contact group in BoldDesk:
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Open the Contact Group profile that will store the attachment.
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Select the Files tab.
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Click Browse, select one file from your local device, and upload it.
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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 group profile.
Frequently Asked Questions (FAQs)
1) Where are files saved after I upload them to a contact group?
Uploaded files are stored on that contact group’s record under Contact Group profile → Files. You can view them anytime by opening the same contact group and selecting the Files tab.
2) What permission do I need to attach files to a contact group?
You must have permission to view the contact group profile. If you can’t access the contact group 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 group?
Navigate to: Contacts → Contact Groups → Open a contact group → Contact Group profile → Files.
From there, you can upload files from your local device.
4) Can I upload multiple files to the same contact group 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.
