The following file types can be attached to client records:

Video Files:

.avi
.mp4
.wmv

Image Files:

.bmp
.gif
.jpg
.jpeg
.png

Word Documents:

.doc
.docx

Document Files:

.pdf
.rtf

Powerpoint Files:

.ppt
.pptx

Text Files:

.txt

Excel Files:

.xlsx
.xls

Compressed File

.ZIP

Additional file types

.ods
.odp
.odt

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.

Updated on: 02 / 12 / 2020