You can upload documents directly from Upsales mobile app and store them in Upsales. This includes images, for example a photo of handwritten notes.
This article covers:
- What file types can be uploaded?
- Where can documents be placed?
- Viewing uploaded documents
- Uploading a document
What file types can be uploaded?
Any file type can be uploaded to the mobile app. On iPhone, the maximum file size is 25 MB.
Where can documents be placed?
Documents can be attached to:
Viewing uploaded documents
Uploaded documents can be viewed from where they were placed. If the document is placed on a company, go to the company card to view the document.
Uploading a document
- To upload a document, tap the menu (hamburger) icon:
- Tap Create:
- Tap Document (File on iPhone):
- You may need to tap Allow to grant file access:
- Choose where the file is (Browse my phone or Take a photo; on iPhone Files, Camera roll or Take a photo) and locate the file you wish to upload:
-
Search for where you want to attach the document. Choose specific Companies, Contacts, Appointments, Opportunities, and Orders:
- Tap Save and you're done. To change location, tap Change: