Documents can be added to a contact using the Management Portal, CRM>Contacts>Select the contact that you would like to add the Document to>Scroll down the the activity section of the Contact>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.