Documents can be added to a contact using the Web Portal, CRM > Contacts > Select the ID number or Arrow for the contact that you would like to add the Document to > Look to the activity section > Document > + New Document.
When uploading the Document you can name the Document, add it to a folder or 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.
Documents within a customer card can be viewed in the app but needed to be added through the Web Portal.