How to add files to a company record? | Online Help - Bigin by Zoho CRM

How to add files to a company record?

Method - 1

To add files to a company record

1. Open the Bigin app on your iPad.
2. Navigate to the Contacts  module.
3. Switch to the Companies tab.
4. Select the desired company record.
5. Switch to the Files tab.
6. Select the Upload Files option.

You may choose the desired attachment type from the available options: Camera, Photo Library, Files, and Link.

Method - 2


To add files to a company record

1. Navigate to the Contacts  module.
2. Switch to the Companies tab.
3. Select the desired company record.
4. Tap the Add  icon at the top right of the screen.
5. Select Files  from the dropdown.