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How to Upload, Manage and Track Contact Documents

February 3, 2020

How to Track and Upload Contact Documents

Uploading and viewing documents is an essential feature that we implement here at SnapDesk. We believe that it is vital that our customers are able to access any important documents that would ease their experience

In this article, we show you how to upload, view, and delete a document within the SnapDesk App. We will also show you how to add your document(s) to specific customers.

How to Upload and View a Document

  1. Click “Documents” from the dashboard once logged in to SnapDesk.

Dashboard-v2

2. To add a new document, click the “+” icon in the bottom right corner.

document-module

3. Once the document box appears, either drag or select your document(s) that you wish to upload.

add-documents

4. Once you have selected your desired document(s), they will appear on the “all” documents tab.

5. To view a document, simply click on the desired document that you would like to view. It will preview inside of SnapDesk - no need to open a new browser window

document-preview

6. Once the document is displayed you can choose to print it, save it or re-download to your device.

How to Delete a Document

  1. Click “Documents” from the dashboard once logged in to SnapDesk.

  2. Locate the document that you would like to delete.

  3. Once located, click the small, three vertical dots that are displayed to the right of the document name.

  4. Click “Delete Document.”

document-delete

5. Click “YES” to verify that you would like to delete the desired document.

document-delete-verify

6. The document has been deleted for all users and will no longer appear.

How to Upload a Document to a Specific Contact

  1. Click “Customers” from the dashboard once logged in to SnapDesk

Dashboard-v2

2. Locate the customer profile that you would like to add your document(s) to. You can do this by scrolling, searching or by using the vertical alphabet slider to sort by last name.

customer-list

3. Once located, click on the customer.

customer-profile

4. Once the customer profile appears, locate the “Documents” tab under the customer’s name. It is the furthest tab to the right.

customer-docs

5. Click on the “Documents” tab.

6. To add a new document to this desired customer, click the “+” icon in the bottom right corner.

customer-add-doc

7. Once the document box appears, either drag or select your document(s) that you wish to upload.

8. Once you have selected your desired document(s), they will appear in the “Documents” tab under that specific customer.

You’re now an expert on managing your document(s) within the SnapDesk App. We believe that this process of adding and managing documents should be as simplistic as possible. For many other messaging apps, managing your document(s) can be a frustrating, confusing, and slow process, but we prioritize document management as a necessity in our suite of text messaging tools.

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