The following file types can be attached to client records:
Video Files:
.avi
.mp4
.wmv
Audio Files:
.wav
Image Files:
.bmp
.gif
.jpg
.jpeg
.png
Word Documents:
.doc
.docx
Document Files:
.pdf
.rtf
Powerpoint Files:
.ppt
.pptx
Text Files:
.txt
Spreadsheet Files:
.xlsx
.xls
.csv
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.
Video Files:
.avi
.mp4
.wmv
Audio Files:
.wav
Image Files:
.bmp
.gif
.jpg
.jpeg
.png
Word Documents:
.doc
.docx
Document Files:
.rtf
Powerpoint Files:
.ppt
.pptx
Text Files:
.txt
Spreadsheet Files:
.xlsx
.xls
.csv
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: 08 / 12 / 2021