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Files on records

Every contact, company and deal page has a Files panel for the documents that belong with it: a quote, a signed contract, a brief, a photo.

Add files​

  • Upload: choose one or more files (up to ten at once) and click Upload.
  • Choose from the media library: pick files already in WordPress's media library.

Each file shows its name, size and when it was added, and opens in a new tab. The × removes it from the record; the file itself stays in the media library. Adding and removing files is written on the timeline.

The same file can be on several records, for example a contract on both the company and the deal.

Good to know​

  • Files are ordinary media. They live in your uploads folder like any image or PDF in WordPress, so anyone who has a file's link can open it. Do not upload anything that must stay secret.
  • WordPress's allowed file types and maximum upload size apply; the panel shows the size limit.
  • Deleting a file from the media library removes it from every record.
  • CRM managers and sales reps can upload files on the records they can edit.