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8.3. Upload, Create, and Link Documents to a Contact Profile
Attach documents to a contact in Alga PSA by creating new rich text documents, uploading files, or linking existing documents.
8.3. Upload, Create, and Link Documents to a Contact Profile
Attach documents to a contact in Alga PSA by creating new rich text documents, uploading files, or linking existing documents.
8. ContactsUpdated: 4/21/2026
From a contact's detail page, go to the Documents tab.
- + New Document: Create a new text document directly within the contact's profile.
- Upload File: Upload a file from your computer and attach it to the contact's profile.
- Link Documents: Link an existing document from the Alga PSA Documents module to the contact.