Uploading Files

Last Updated January 24th, 2018 by Mark McMillan

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:

  1. Navigate to the Record you want to upload a file to.
  2. Click on the Files button and select Upload.
  3. Click the button to browse for a file, or you can drag and drop a file inside the dotted line.
  4. 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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