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.