Documents can be added to a contact using the Web Portal > CRM > All Contacts > Select the Contact > Documents > New Document.
When uploading the Document you can name the Document, add it to a folder / create a new folder, create a version for the document and even add an expiry that will allow the system to automatically remind you when the document is ready to be reviewed or updated.
In the Documents section you are able to view both Active and Archived Documents related to a Contact.
Note: Documents attached to a customer card can be viewed in the app but needed to be added through the Web Portal.