Add files and attachments to accounts and projects – Help Center

You can add files and attachments to clients and projects in the Attachments section.

Content

Downloading the file to the customer card
Uploading a file to a project
Deleting a file
Downloading a file

Description

Upload files and attachments to your project and customer card for storage and sharing.

If you want to add files to the customer card for internal use, you can do it in the customer card. The maximum size of one file is 5 MB. In addition, a certain overall size for all attachments has been defined for the installation. If the total number of attachments is getting full, the maximum size can be significantly smaller for a single attachment. In case of problems, you can contact customer service. Attachments can be images, Word, Excel or PDF files.

Permissions: Projects, Project attachment / Accounts, Account attachment

Downloading the file to the customer card

Contacts > Accounts > (Chosen account) > Details > Attachments

Drag and drop the file or click Choose a file

Uploading a file to a project

Projects > All | Pipeline | Won deals | Internal projects > (Chosen project) > Details > Attachments

Drag and drop the file or click Choose a file

Deleting a file

Account: Contacts > Accounts > (Chosen account) > Details > Attachments

Project: Projects > All | Pipeline | Won deals | Internal projects > (Chosen project) > Details > Attachments

Click (...)-icon next to the filename
Click Delete.

Downloading a file