A document, a contact or an event can be associated with a contact, customer or prospect.
To associate a document:
Option 1:
Option 2:
The document is added to the contact card.
Note: you can do the same from a customer or prospect card.
The contact is added to the customer's card.
The action is added to the contact card and appears in the activity feed.
Note: you can do the same from a customer or prospect card.