File preview, visibility, sending, and deletion

Individual files can be previewed or downloaded, while multiple files can be prepared as a ZIP archive; consider their usage before deletion. The file type and record context determine the file's purpose and who can view or forward it.

Last updated 20 days ago

Preview, download, and description

Click the name to preview the file, and select the download option if needed. Enter the purpose, time period, or version in the description.

Downloading and deleting multiple files

You can download selected files as a ZIP archive if the option is available. Only delete files if you are certain they are not the primary document or the only copy.

File types and the primary file

A file type can be assigned via System Settings → File Types. For an object, an image can be designated as the primary photo; for Contracts and Documents, a PDF can serve as the primary file.

File visibility and sending

When the feature is enabled, you can restrict file visibility for the client, specific entities, or roles. When sending via email, verify the recipient and the purpose of the attachment.

Was this helpful?

Still need help? Ask the team