Contact files
Where you keep every document attached to a contact — NDAs, signed forms, agreements, anything you want to keep with them.
The Files tab on a contact profile is where signed agreements, NDAs, and reference documents live. The layout has a toolbar at the top, a file list on the left, and a preview panel on the right.
The toolbar
Two things at the top of the tab:
Add Files
Click Add Files to open a side panel where you can drag in one or more files. Drop them into the upload zone, or click to browse.
Supported file types:
- Word documents — both modern .docx and the older .doc
- OpenDocument Text (.odt)
When you’ve picked your files, click Add files at the bottom. The label changes to “Adding” while the upload is in progress. Click Cancel to drop everything and start over.
About accented filenames: Nextal converts accented characters in filenames to their plain equivalents before saving — so “NDA — Amélie Dubé.pdf” ends up saved as “NDA___Amelie_Dube.pdf”. The document content is unchanged.
Sort the file list
Click the sort icon on the top-right to open a small menu. You can sort the list by Creation date, either ascending or descending. Default is newest first — so the most recently uploaded file is always at the top.
The file list
The left column shows every file attached to the contact. Each row displays:
- A radio button to select the file (clicking the file row selects it)
- The file type (PDF, Word, etc.)
- The date it was added
- The filename — truncated to 25 characters with an ellipsis if longer
When the tab opens, the newest file is automatically selected and shown in the preview on the right.
The preview panel
Whatever file you select on the left is shown in the panel on the right. You’ll see:
- The filename (clickable to open in a new browser tab)
- The creation date and time
- The file content rendered in an embedded viewer
PDFs and images render natively. Word and other office formats render through Google’s document viewer.
Action bar
Three buttons sit at the top-right of the preview panel:
- Open — opens the file in a new browser tab
- Download — saves the file to your computer with its original filename
- Delete — opens a red confirmation dialog. Click the red Delete button to confirm; you’ll get a green notification when it’s done.
If the contact has no files yet, the preview panel shows: “Please select a file to display it content here”.
Which file types you can upload
The Add Files panel only accepts these four formats:
- PDF (.pdf)
- Word (.doc and .docx)
- OpenDocument Text (.odt)
Other file types — like PNG, JPG, Excel, CSV — can’t be uploaded through this panel.
Who can do what
What you want to do
What you need
Open and read files
Access to the contact
Open or download a file
Same — access to the contact
Upload a file
Same — access to the contact
Delete a file
Same — access to the contact
Tips
- The latest document opens first. Because files are sorted newest-first, the most recently uploaded one is always selected when you open the Files tab.
- Use descriptive filenames. When the list grows, a filename like “NDA-Acme-2026-Q1.pdf” is easier to scan than “document1.pdf”.
- Some previews need internet. Word and ODT files preview through Google’s document viewer — a slow connection or strict corporate firewall may cause delays. Click Open or Download as a fallback.