Skip to content

Contacts: Sync Attachments to Document Management Tab

With Stack, you can now effortlessly sync attachments from your conversations across Email, SMS, Instagram, and Facebook directly to your Contact’s Document Management. This feature streamlines your document organization, ensuring all important files are easily accessible.

You can now easily sync any attachments you receive in messages to the Contact’s Document Management system. To do this, simply click on the three dots next to a message containing attachments and select “Add to Documents.”

When sending SMS or Email messages, you have the option to sync attachments by checking the “Add to Documents” checkbox. This ensures that any files you send are also saved in the Document Management section for future reference.

The Contact’s Document Management section is designed to be your central hub for all documents and files related to a contact. Attachments often contain crucial information, and this feature allows you to seamlessly integrate these files into your document management workflow.

The Documents section in Stack offers powerful functionality, including search, download, and preview capabilities, making it a comprehensive solution for managing your contact-related documents. Our aim is to provide you with a single, efficient point of access for all your document needs, enhancing your productivity and organization.

Can't find what you need? Call or text +1 787 665-9212 or email [email protected].© Stack · Privacy · Terms