How to upload files and attachments

Attaching files and attachments to Notes, Calls and Deals is a great way to keep all related documentation within Contacts and Deals. In OnePageCRM you can attach or drag n' drop a file to Notes and Deals, and once the file is uploaded you can preview it without the need to download it and pin the important ones to the contact.

In this article:
Attach file to a Note, Call or Deal Edit / download / delete file

Attach file to Note, Call or Deal with drag n' drop

Preview file

How to attach a file to a Note, Call or Deal

1
Open a contact in OnePageCRM.
2
Click on  + Note, + Call or + Deal.
3
In the box → click on the clip icon → select the attachment you wish to upload → click Save.

4
Your Note with the attachment will be shown in the contacts Activity timeline below.


How to attach a file to a Note, Call or Deal with drag n' drop

1
Open a contact in OnePageCRM.
2
Click on  + Note, + Call or + Deal.
3
Drag n' drop your selected file into the box.

4
Your file will be attached to your Note → click Save.

Edit / download / delete file

  • Select the pencil icon to rename the attachment in OnePageCRM.

Note: The file name will change in OnePageCRM only, once the attachment is downloaded the original name will be displayed.

  • Select the arrow icon to download the attachment.

  • Select the bin icon to delete the attachment.

Preview file in OnePageCRM

1
Click on the attachment to open it in preview mode in OnePageCRM.
Note: You must download the attachment first to make edits to it.

2
Your attachment will open in preview mode.

Notes:

  • The maximum attachment size is 10MB. 

    Your total available file storage depends on your plan: 

    • Legacy: 2GB/user
    • Professional: 10GB/user
    • Business: 20GB/user
  • The name of the attachment in OnePageCRM can be edited, however, once the file is downloaded onto a computer the original name will be restored. 
  • Preview mode doesn't allow you to make edits to the file attached. The attachment must be downloaded first if editing is required.
  • You can only preview these file formats: .jpeg, .jpg, .png, .gif, .pdf, .doc, .docx, .xls, .xslx, .ppt, .pptx.
  • Once you upload a file, you have the option to pin it to the contact. See here.

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