Support

Built-in online File storage area 8

• About the Files section inside your CRM account
• How do I upload files into the Files repository?
• What type of files can I upload into the File Repository?
• How can I view or preview files inside file repository?
• What is the file capacity allowance for the File Repository?

See all 8 articles

Setting up folders and sub-folders 2

• How to set up file sub folders within folders?
• How do I rename a file?

How to remove files or folders 2

• How to remove a file from the File Repository
• How to remove a folder?

How to download files 1

• How to download files from the File Repository

Edit Files to update in your File Repository 3

• What types of file formats can I edit in the File Repository?
• How do I edit files in the file repository?
• Can I update files inside my CRM account?

Attach files from file storage to an email and create url links for documents and images 4

• Send emails with file attachments straight from a contact record
• Can I attach my files from the file repository onto an email in my CRM account?
• How to create a URL hyperlink to a file inside the Files repository
• How to create URL links to Word and Excel documents inside the File Repository

Setting up permissions and security on files 1

• Specify permissions on the File Manager

Sync Files with WebDav using Windows 4

• Sync Files on your PC with Files inside your CRM Account
• How to set up file sync with WebDav on Windows PC
• Can I drag and drop folders as well as files into the file repository inside my account?
• WebDav File Sync with Windows FAQs

Drag and Drop Files into History of contact record 1

• Ability to drag and drop files from desktop into the History section of a contact

Files Troubleshooting 4

• I cannot attach a file from the File Repository to an email. Getting error messages trying to access files!
• I am unable to open files in the file repository, why?
• I have added images to my e-Marketing library why can I not see these inside the Files section?
• How to view or download a file inside the Files section using an iPad or iPhone

e-Signature Documentation and EU Law 1

• e-Signature Documentation and EU Law

Store Zoom Meeting Recordings 1

• Upload Zoom Meeting Recordings into the CRM