Need to keep track of documents, proposals, photos, or other files in the same place as your contacts?
You can upload/attach files to Companies, People, and Leads from Box, Google Drive, via a URL (Web images), or using your computer camera (Take Picture).
How to upload a file
- Navigate to any company, person, or lead page that you'd like to attach a file
- Click the Upload File button on the right-hand side of the page, OR drag the file into your browser window
- Browse "My Computer" to add files from your local computer or choose a different source to upload a file from
Where can I upload files from?
- Your local computer
- Box
- Google Drive
- Web Images: search Wikipedia, Flickr, and Google Image for images
- Take a picture: this will use your computer's camera to snap a picture
FAQ
Is there a storage limit?
There is no storage limit!
Is there a file size upload limit?
Yes, we limit file sizes to 50MB.
I accidentally connected the wrong Box, or Google Drive account! How do I disconnect it?
Click the integration you accidentally connected, and you'll see an "x" just to the right of it. Click that, and it will disconnect the account.
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