How to upload attachments?

Attaching files 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. 

In this article:
Attach file to a Note, Call or Deal
Attach file to Note, Call or Deal with drag n' drop
Preview attachment in OnePageCRM

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

    1
    Open a contact in OnePageCRM.
    2
    Click on  Add Note, Add call or Add deal.
    3
    In the box → click on the clip icon → select the attachment you wish to upload.
    4
    Click Save.
    5
    Your Note with the attachment will be shown in the timeline.
    6
    Click on 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.
    7
    Click on the arrow icon to download the attachment.
    8
    Click on the bin icon to delete the attachment.+

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

    1
    Open a contact in OnePageCRM.
    2

    Click on  Add Note, Add Call or Add Deal.

    3
    Drag n' drop your selected file into the box.
    4
    Your file will be attached to your Note.
    5
    Click Save.

    Preview attachments 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
  • Maximum attachment size is 10MB and each user can upload up to 2GB of file storage.
  • The name of the attachment in OnePageCRM can be edited, however once the file 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. 

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