Contact Documents
Keep non-sensitive supporting files with a contact so your team can find them quickly.
Use Documents to keep safe, supporting files with a contact. These files can be opened by anyone who gets their link, so do not use this area for private identity or financial records.
Upload a file
- Open a contact.
- Select Documents.
- Select Upload.
- Choose one or more files.
- Wait for the upload to finish and check the list.
You can upload PDF, JPEG, PNG, and WebP files. Each file can be up to 5 MB.
Anyone with the file link may be able to open it
Do not upload IDs, pay stubs, bank records, credit reports, or other sensitive customer files. Keep those records in your dealership's approved private system.
View, print, or remove a file
Open a document's actions to:
- View it
- Download a copy
- Print it
- Delete it from the contact
You can combine selected PDFs for printing. Print image files separately.
Load the full list before making changes
DealerSpot shows 12 files at a time. If the contact has more, select Load More until every file appears before you upload or delete anything. Check the full list again afterward.
What this page does not do
Contact Documents does not:
- Create forms for a deal
- Accept DOC or DOCX files
- Decide which records your dealership must keep
- Confirm that a deleted file has been permanently erased
Create sale forms from the transaction's Documents tab. Use clear filenames, confirm the contact before uploading, and open each new file once to make sure it works.