8.3. Upload, Create, and Link Documents to a Contact Profile

From a contact's detail page, open the Documents card and click + Add a document. The Contact documents dialog offers three actions:

• Add 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 existing: Link an existing document from the AlgaPSA Documents module to the contact.

Figure 1: The Contact documents dialog. Create a new document, upload a file, or link one that already exists in the Documents module.

Attaching documents to a contact keeps person-specific reference material close to the work. This is useful for authorization notes, onboarding instructions, signed forms, call notes that were prepared outside AlgaPSA, or files tied to a specific stakeholder at a client.

Before attaching anything, confirm you are on the correct contact. If the file applies to the whole client rather than one person, attach it to the client or use the central Documents module instead.

1. Navigate to Contacts from the sidebar.
2. Click the contact's name to open their detail page.
3. Find the Documents card and click + Add a document (or the + in the card header).
4. In the Contact documents dialog, choose the action that matches the source of the document:
   • Add 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 existing: Link an existing document from the AlgaPSA Documents module to the contact.
5. If you create a new document, give it a clear name and save it when the content is complete.
6. If you upload a file, select the file from your computer and wait for it to appear on the contact.
7. If you link an existing document, search or browse for the correct document and choose it from the selector.

After the action completes, the document should be visible from the contact's Documents card. Anyone reviewing that contact can open the file without searching through unrelated client or ticket records.

Operational tip: use specific document names, such as "Harbor Clinic - Billing Contact Authorization," so the file remains understandable when viewed later from the broader Documents page.