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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