You can upload an image or profile picture to a contact record. For example, you may want to include a headshot of a specific client to help you recognize that client.
To do this:
- In Actionstep, use the Quick Search box to find and select the name of the contact you want to edit. (See Using the Quick Search Box to Search for a Matter or Contact for help.)
- While viewing the contact's record, click the image placeholder next to their name.
Current photo options appear.
- Click Choose File, then browse to and select the image you want to use for the profile picture.
- Click Save. The image is now associated with the contact.
TIP: You can follow this process to also update any existing profile images.
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