Files on a record

Every record has a Files tab. It keeps the files you upload together with the attachments from the record's emails and comments, in one list.

Things to know

• The largest file you can upload depends on your plan: 10 MB on Free, 50 MB on Starter and 100 MB on Growth.
• Files go up three at a time. Each one shows its progress, and you can cancel or retry it.
• A dropped folder is skipped. Drop the files inside it instead.
• The side panel has no Files section. Open the record's full page to work with files.

Upload a file

1. Open the record's full page and click the Files tab.
2. Click Upload and choose one or more files.

While the Files tab is open, you can also drop files anywhere on the record, or paste them with ⌘V (Ctrl+V on Windows).

Preview and download

• Click a file to preview it. Use next and previous in the preview to move through the files in the list.
• Click the ⋯ icon on a file for Preview, Download, Rename and Delete. Files that came by email can't be renamed or deleted here.
• To download everything, click More actions for files (the ⋯ icon) above the list, then Download all.

Find a file

Above the list you can:

• Search by name with Search files.
• Filter by Type: Images, PDFs, Documents, Spreadsheets, Video or Other.
• Filter by Source: Uploads, Email or Comments. This shows when the record has files from more than one place.
• Sort by Newest, Oldest, Name or Size.
• Switch between List and Grid. Spodus remembers your choice.

Delete a file

1. Click the ⋯ icon on the file, then Delete.
2. Click Delete file to confirm.

Related

• The record page
• Comments and @mentions
• Emails on a record
• Ask about a file