> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/system-settings/fields/custom-field-contacts/custom-fields-contacts-file.md).

# Custom Fields - Contacts: File

With **SprintHub**, it is possible to create **custom fields** in Leads, tailored to your company's needs.

One of the most useful is the **File-type field**, which allows you to attach important documents related to the Lead, centralizing all information in one place.

### 📌 Step 1: Access Settings

* Go to **System Settings** ⚙️.
* Click on **Custom Fields - Leads**.
* Then, select **+ New** to create a new field.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FFnRIpIhSWZt046oVRFGA%2Fimage.png?alt=media&amp;token=a006388f-4b41-452a-981c-777123aaae02" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fkuy2miU9OXVdQjEBWzOz%2Fimage.png?alt=media&amp;token=e3d9f67f-982b-4b72-8f03-3ce8f6069431" alt=""><figcaption></figcaption></figure>

### 📌 Step 2: Configure the Custom Field

Fill in the fields as needed:

* **First name** → Define the field name.\
  👉 *Example: "Client Documents"*
* **Alias** → Set a shortened name for the field.\
  ⚠️ *Once created, it cannot be changed.*
* **Type** → Select **File**.
* **Default Value** → Automatically set after choosing the type.
* **Group** → Choose which information group the field will be displayed in.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F9lRj1U8TEQh0wdvNMhpP%2Fimage.png?alt=media&amp;token=fe605c35-a81b-45ff-9a0b-eea72bb42c7a" alt=""><figcaption></figcaption></figure>

### 📌 Step 3: Adjust the Extra Settings

* **Required?**
  * If **Yes** → the Lead can only be saved if the field is filled in.
  * If **No** → the Lead can be saved without initial completion, but it can be updated later.
* **Unique Identifiers** → used to identify identical information in different Leads.

### 📌 Step 4: Save the Field

Click on **Save and Close**.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FRlZ85QJrNmq5DSbFzrC9%2Fimage.png?alt=media&amp;token=9d66b007-56c7-4a4e-bc9e-ff8d639eb7d9" alt=""><figcaption></figcaption></figure>

✅ Done, your **Custom Field** of File type has been created!

### 📌 Step 5: Making the Field Visible

* To display the field in the **SAC**, follow the specific article about Customer Support.

{% content-ref url="/pages/8e4c3f81d2d729988db090e90aa884715a168e96" %}
[SAC 360º - Configure visibility of Fields and Sections](/en/topics/general/sac-360/sac-360-initial-settings/sac-360o-configure-visibility-of-fields-and-sections.md)
{% endcontent-ref %}

* To display the field in the **CRM**, follow the specific article about CRM.

{% content-ref url="/pages/1c97521e9baff47423813b54fc9a00a869f36080" %}
[CRM - How to add contact fields to the Opportunity](/en/topics/general/crm/crm-initial-settings/crm-opportunity-fields/crm-how-to-add-contact-fields-to-the-opportunity.md)
{% endcontent-ref %}

### 📌 Step 6: Adding a File to a Lead

1. Access **Leads** through *Find Services* or typing the name in the search.
2. Click on **Edit** in the desired Lead.
3. Click the **File**.
4. Click on **Upload** and select the document on your computer.
5. Click on **Apply** and then on **Save and Close**.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F7PeXRstH3FYpXqYZyHzm%2Fimage.png?alt=media&amp;token=62765d2f-02e2-41a9-8cca-ddbdd44ef342" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FuIPa88yMIAa6RWupKXSz%2Fimage.png?alt=media&amp;token=31e2b5d8-9d23-493f-a6a7-dad131ae923b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FxCpshIDIdcCLe1SeVLCi%2Fimage.png?alt=media&amp;token=d6b1c683-afdb-458e-bb17-65a4af8d12d3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FYxClqu61d7BTTZbolV5b%2Fimage.png?alt=media&amp;token=de78b7ec-60c2-4ab5-8fe4-eaab17904ded" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FkqA2Ml1pPGACc3KlD8OS%2Fimage.png?alt=media&amp;token=f91b9c34-b749-4414-b7df-6e02e55877a6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fj0nJuLDFRe8ic8Ur14Wh%2Fimage.png?alt=media&amp;token=90c353bc-4e4b-415b-b7f6-ac23e4adff25" alt=""><figcaption></figcaption></figure>

**Done!** Your document has been successfully attached to the Lead.


---

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