Depending on need, you can associate content for a contact in two ways:

• Notes are primarily used to create a summary of an interaction with a client.
• Documents are used for correspondence. For example, if you are sending a client an invoice or a request to a contact.

Both Notes and Documents that have been created are found in the Documents tab of the associated matter or contact.

Creating a Note for a Contact

When you create a note, you can associate the note with a specified contact:

For this method, ensure the Related To drop-down menu is set to Contact, and that the desired contact is chosen from the contact name field.

Creating a Document for a Contact

From the Contact dashboard, select the Documents tab and click on the +New button:

For this method, you can upload a file or create a document from a configured template.