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Solution home
File Storage
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?
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