Document Storage

On each Record, the Documents section provides you with the ability to attach Documents to your Records.

For example, within your custom CRM, you may want to upload a proposal document against a contact once it has been sent to them.

TIP

Not all Tables may have Documents section. This can be toggled on and off by your Project Admins.

To upload a Document against a Record, simply click the plus button, or drag a document onto the Documents box.

updating-record

Once you’ve uploaded your Document, it will be available to everyone within your Project who has access to view this Record.

NOTE

Documents can only be added to existing Records. When creating a new Record you will have to save it before you can add a Document to it.

Supported File Types

The following file types are supported for Record Documents:
.xlsx .doc .docx .ppt .pptx .png .jpg .jpeg .gif .bmp .pdf

Deleting Documents

You can remove documents at any time by hovering over the file and clicking the delete icon.