Upload a file to a property or contact record

Learn how to upload files to your records

Keeping all important documents and files in one place helps you stay organized and work more efficiently. In Invelo, you can easily upload files—such as photos, contracts, or notes—directly to a property or contact record. This guide will show you how to upload and manage files within your records so everything you need is just a click away.

1. To add a file, go to the Prospects, Leads, Deals, or Contacts page and find the record you want to update.
   
   
   
   
2. Open the record and navigate to the Files section under Activities.
   
   
   
   
3. Upload a file by clicking Select a File or simply dragging and dropping it into the upload box.
   
   
   
   
4. To view uploaded files, scroll down to History and select Files.