Document tab in Contact records > adding New documents shows No Options Available

Workaround for adding new Documents to a Contact record.

What

If  you see a No Options Available message when trying to add documents to the Document tab in a Contact record, then there is another method that you can use via a separate Documents Grid. This article will explain how that works.
 

Where

The Documents tab of a Contact record.

 

How

The numbered sequence in the screenshots below demonstrates how the No Options Available message is arrived at:

Contacts > Contact record > Documents tab > + New





If you see the No Options Available message on your system as in the above screenshot, the current workaround is:

Contacts > Contact record > Documents tab > Kebab menu > Click See associated records 


This then opens a different Documents tab. From here, click + New to open the dropdown menu of available document formats. 




 

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