Upload files and attachments
Attaching files and attachments to Notes, Calls, Meetings, and Deals is a great way to keep all related documentation within your CRM.
In OnePageCRM, you can attach or drag and drop a file to Notes and Deals.
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 files | Edit / download / delete file |
Drag and drop files | Preview files |
Upload files to CRM
Jump up to Article's Overview ⮝Drag and drop files
Jump up to Article's Overview ⮝Edit / download / delete file
Jump up to Article's Overview ⮝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
Jump up to Article's Overview ⮝Note: You must download the attachment first to make edits to it.
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.