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.

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 .

Your Note with the attachment will be shown in the timeline.

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 .

Edit / download / delete file

• Select the edit 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 pin 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.