Want to keep sales brochures, LOIs, and exclusive agreements together with a prospect’s contact info and records?

Digsy AI allows you to store documents directly on the Contact Profile so that you can quickly access them at a moment’s notice.
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To find the Documents section on Digsy AI, scroll down directly below the blue “Edit Prospect” 

With a few clicks, you can add an entire library of documents that will help you provide optimal service to prospects and clients. 

To attach a document, click on the “+ Add Document” button and select the file to you’d like to upload.

NOTE: Digsy AI accepts these file types: .csv, .doc, .docx, .gif, .jpeg, .jpg, .pdf, .png, .xls, .xlsx, .zip. Files must be 40 MB or smaller per upload.

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Once it’s on the Contact Profile, you can view or download the document by clicking the links. 

If you’d like to remove a document, simply click the “X” to the right of the document and the document will disappear. 

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Have questions?  We're here to help! Email Digsy AI’s Client Success team at care@digsy.ai or simply message us using the blue chat bubble on the bottom right hand corner of your screen. 😄