You can upload documents directly from Upsales Mobile app and store them in Upsales. If you have notes from an appointment on a notepad or whiteboard, take a picture of them and upload to keep them safe. You can, of course, upload any type of file.

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.

Where can documents be placed?

Documents can be attached to:

• Companies
• Contacts
• Activities
• Appointments
• Opportunities
• Orders

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

1. To upload a document, click the settings icon in the top left corner.
   
   
   
2. Click the plus icon
   
   
   
3. Click Document
   
   
   
4. Click Allow to grant access to your files
   
   
   
5. Locate the file you wish to upload and click on it
   
   
   
   
   
6. Search for where you wish to place the document. You can attach documents to Companies, Contacts, Activities, Appointments, Opportunities, and Orders.
   
   
   
7. Click on placement from search results, if there are many results you may need to scroll down to find what you're looking for.
   
   
   
8. If you wish to change the file or the placement, click change.
   
   
   
   
   
9.  When you're done, click save
   
   
   
10. Congratulations! Your document has been uploaded. You can choose to preview the document, go to where you placed it, or upload another one.