1. Log in to app.connectionincorporated.com

2. In the navigation bar on the left-hand side, select Settings 

3. Select Custom Fields at the top of the page

4. Add Custom Field



5. Select File Upload



6. Fill out the information required


You can have as many files allowed per account.  You determine that by toggling on "Allow Multiple Files"


7. Save



8. To find this information, open up the contact record and select Additional Info at the top of the page

9. Search for the name of the Custom Field you previously created

10. From here, you can add files directly into the contact's account



11. Alternatively, if you have a survey created for leads to fill out, you can add this Custom Field in for them to upload the files themselves when filling out the survey