Files

Upload, preview and manage files on any record — every one virus-scanned.

Uploading

Files can be attached to any contact or deal, by dragging them onto the Files tab or picking them from your computer. You can upload several at once. Files also arrive automatically from comment attachments and from public capture forms.

What is allowed

• Types: PDF, Word, Excel and PowerPoint documents, and PNG, JPEG, GIF, WebP and HEIC images.
• Size: up to 25 MB per file.

The type is verified by inspecting the file's actual contents, not by trusting its extension — renaming a file will not get it past the check.

Virus scanning

Every uploaded file is scanned for malware in the background. Files carry a status of pending, clean or flagged. A flagged file is quarantined for review rather than deleted outright, because false positives on ordinary documents are common, and an alert is raised so someone looks at it.

Finding and using files

Files can be searched and sorted by name, uploader and date. Most can be previewed in the browser, and any file can be downloaded. A contact's Files tab includes files attached to that contact's deals, so you do not have to hunt across records.

History

Uploads and deletions are recorded on the parent record's timeline, including the filename and who did it.

Something inaccurate or missing? Tell us — we would rather fix the docs than have you guess.