Files

Files is where you keep documents and images in the CRM. A file can belong to the account, or be attached to a contact. Every image you add to an email from your computer is kept here too, ready to use again.

Upload files

1. In the menu, click Files → All Files.
2. Click Upload Files.
3. Choose one file, or several at once.

Each file appears in the list as it uploads. If any cannot be uploaded, the message names each one and says why; the rest are still saved.

What you can upload

• PDF documents (.pdf)
• Word (.doc, .docx), Excel (.xls, .xlsx) and PowerPoint (.ppt, .pptx)
• Images (.jpg, .jpeg, .png, .gif)
• Text files (.txt, .csv)

Each file can be up to 50 MB.

Find and open files

The Files page lists every file on the account, newest first, with its name (and a small picture of each image), its contact if it has one, its type and size, and when it was uploaded. Search by file name.

Click a file’s name to open it. An image opens in a preview, and a PDF or .txt file opens in a new browser tab. Word, Excel, PowerPoint and CSV files download, as browsers cannot show them.

Attach files to a contact

On the contact’s page, click Upload in the Files section and choose one or more files. The Files list shows the contact’s name beside each one.

Download or delete a file

Click the download icon beside a file to save it. Download links are private to you and stop working after an hour.

Click the delete icon to remove a file; you are asked to confirm first. Deleting a file from the Files page also removes it from its contact.