Upsales allows you to upload and store files relating to sales, opportunities, and marketing. Files can be uploaded and stored on the following record types:

• Companies
• Contacts
• Opportunities
• Appointments

This article covers:

• Uploading Files to Companies and Contacts
• Uploading Files to Opportunities and Appointments
• Downloading Files from Records
• Deleting Files from Upsales

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.

To upload files to Upsales records, complete the following steps.

1. Locate and open the company or contact record.
2. Click the Add...+ button. 
   
   
   
3. Select the Upload file option.
   
   
   The Upload file box displays.
   
   
   
4. Upload with either method:
   
   • Drop the file to the Upload file window.
     
     1. Open file location in another window.
     2. Drag the file into the Upload file box until the box changes to the dark blue Drop file to upload box.
        
        
        
     3. Drop the file into the Upload file box.
        
        
        The Upload file box will display the uploaded file name at the bottom.
        
        
        
     4. Click the X button to close the Upload file window.
        
        
        
   • Use the Upload button.
     1. Click the Upload button.
        
     2. Locate and select the file.
        
        
        
     3. The Upload file box will display the uploaded file name at the bottom.
        
        
        
     4. Click the X button to close the Upload file window.
        
        
        
5. The file(s) will display in the list, with the total number of files in the record on the Documents tab.
   

Uploading Files to Opportunities and Appointments

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

To upload files to Opportunities and Appointments, complete the following steps.

1. Locate and open the Opportunity or Appointment record.
   
   
2. Click the Upload file button at the bottom of the record.
   
   
   
3. Upload with either method:
   • Use the Upload file button.
     1. Click the Upload button.
        
        
        
     2. Locate and select the file.
        
        
        The Upload file box will display the uploaded file name at the bottom.
        
        
        
     3. Click the X button to close the Upload file window.
        
        
        The Files (#) displays the total number of files associated with the record.
        
   • Drag and drop.
     
     1. Open file location in another window.
        
        
     2. Click and drag the file icon into the Upload file box.
        
        
        
     3. Drag the file into the Upload file box until it displays the text "Drop file to upload".
        
        
        The file(s) will display in the list, with the total number of files in the record on the Files (#) tab.
        
        
        
     4. Click the Save button at the bottom of the record.
        
        The record closes and you are returned to the location where you opened the record.

Downloading Files from Records

You can download files from records you own. You must download a file in order to view it.

To download a file from Upsales, complete these steps.

1. Choose:
   • For Company and Contact records:
     1. Click the Documents tab.
        
        
        
   • For Opportunity and Appointment records:
     • Click the Files tab.
       
       
       
2. Click the file to download.
   
   
   
3. The file will download to the default location on your computer.
   

Deleting Files from Upsales

You can remove files from records that you own.

To delete a file from an Upsales record, complete these steps.

1. Locate the record associated with the file.
   
   
2. Choose:
   • For Company and Contact records:
     1. Click the Documents tab.
        
        
        
   • For Opportunity and Appointment records:
     
     
     • Click the Files tab.
       
       
       
3. Move your cursor to the trash can icon for the file to delete.
   
   
   
4. Click the Delete button.
   
5. Click the Delete file button.
   
   
   
6. Click the Save button at the bottom of the record. (This step is only required for Opportunities and Appointments.)
   
   The record closes and you are returned to the location where you opened the record.