How to upload documents and files – Upsales Help Centre

You can upload and store files relating to sales, opportunities, and marketing.

Multiple file types can be uploaded and stored on the following record types:

Maximum file size per upload = 25mb. Maximum storage per account = 20gb

This article covers:

Uploading files to Companies and Contacts

Files may be associated with either Company or Contact records. You do not have to be the owner to add a document to a record.

Locate and open the company or contact card
Click Create → Upload file:
The Upload file box displays:
Upload by either dragging the file or clicking the Upload button
The file(s) will display in the list, with the total number of files in the record on the Documents tab:

Files can be associated with event records such as Opportunities and Appointments:

Open the opportunity or appointment
Click the Upload file button at the bottom of the record:
Upload by either dragging the file or clicking the Upload button, and click Save
The record closes and you are returned to the location where you opened the record

You can download files from records you own so that you can view it

Click the Documents tab and click the file to download:

Click the Files tab and click the file to download:

Hover over the file and click the Trash icon: