The following file types can be attached to client records:
| .avi | Video File |
| .bmp | Image File |
| .doc | Word Document |
| .docx | Word Document |
| .gif | Image File |
| .jpg | Image File |
| .jpeg | Image File |
| .mp4 | Video File |
| Document File | |
| .png | Image File |
| .ppt | Powerpoint File |
| .pptx | Powerpoint File |
| .rtf | Document File |
| .txt | Text File |
| .wmv | Video File |
| .xls | Excel File |
| .xlsx | Excel File |
| .ZIP | Compressed File |
The maximum file size that you can upload/attach is 8MB.
You can also link out to a file or folder stored within an external source like Google Drive, OneDrive or DropBox.
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