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Every contact’s profile has a Documents card for files that belong to that one person: a signed contract, an ID scan, an intake form, anything you’d otherwise keep in a folder. It lives on the contact’s Files & letters tab, alongside client letters, and it’s there for leads as well as clients; you don’t need to convert someone first.
Storage is private. A document is never given a public URL; the only way to get the file back is the authenticated download link on the contact’s own profile, which only works while you’re logged in to the workspace.

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Upload a document

1

Open the contact

Go to Contacts, select the person, then open their Files & letters tab and find the Documents card.
2

Drop a file, or select Browse

The Documents card has a dashed drop zone reading Drop a file or Browse. Drag a file onto it (it highlights while you hover) or select it to open your device’s file picker. One file at a time: drop several and only the first is uploaded.
3

Wait for it to appear

The file uploads immediately and shows up at the top of the list with its size, how long ago it was added, and who added it.

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Allowed file types and size

DMLY accepts PDF, JPG/JPEG, PNG, WEBP, Word (.docx), Excel (.xlsx), CSV and plain text (.txt) files, up to 20 MB each. The zone’s own hint says as much: Attach files (PDF, images, spreadsheets — max 20 MB). Anything else, or anything larger, is rejected with an error under the drop zone, and nothing is saved.
There’s no limit on how many documents a contact can have.

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Download a document

Select the filename, or the download icon next to it. Both point at the same authenticated link, so the file only opens for someone signed in to the workspace; there’s nothing to copy and paste into an email that would work for an outsider.

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Delete a document

Select the trash icon on the document’s row and confirm. This removes the file from storage as well as the row in the list; there’s no way to recover it afterwards.
Deleting a document is immediate and permanent. There’s no trash or undo, so check you have a copy elsewhere first if you might need it again.

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Who can do this

Anyone who can open the contact’s profile can see and download what’s already there. Uploading and deleting are more restricted: they need a separate document-management permission.
  • Owners and Admins have it automatically.
  • Members and Viewers don’t have it by default; a Member who can otherwise edit the contact still won’t see the drop zone or the delete icon.
  • You can grant it to a Member through a custom role; it’s a standalone permission in the Contacts module, so you can hand someone document access without also giving them contact deletion, import or export.
See Roles and permissions to build a role that includes it.
If you generate a letter for a client (a contract or statement DMLY produces from a template), it’s stored the same way and also shows up in this list alongside anything you uploaded by hand, since it’s the same kind of private file underneath.

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What happens on delete or merge

Deleting the contact

Removes every document that was attached to them, files included. This happens as part of deleting the contact itself; there’s no separate step.

Merging two contacts

Re-points the duplicate’s documents onto the surviving profile, so nothing is lost. See merging duplicates.

Client profile

Everything else on a contact’s profile page.

Data and privacy

How deleting and merging a contact work in full.

Roles and permissions

Grant document access to a Member without giving them everything else.