Users can upload/attach files to Companies, People, and Leads from Box, Google Drive, via a URL (Web images), or via their computer camera (Take Picture).
Where can I upload files from?
- Your local computer
- 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
- Click Companies, People, or Leads and choose the Company/Person/Lead you wish to attach a file to
- Click the "Upload File" button on the sidebar OR drag the file into the browser
- Browse "My Computer" to add files from your local computer or choose an integration to connect
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.