Types of Files Accepted:
- Images (.gif, .jpeg, .png)
- Office Documents (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
- TXT and XML files
- Videos (.avi, .mp4, .mpeg, .mov)
- Quickbooks Files
How to upoad a file:
- Navigate to the Record you want to upload a file to.
- Click on the Files button and select Upload.
- Click the button to browse for a file, or you can drag and drop a file inside the dotted line.
- Click Upload.
You can view any files that have been uploaded to a record by navigating to the Files tab in the Details page of the record. You can also download and delete files from this tab.
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Last Updated January 24th, 2018 by Mark McMillan
