File Upload
In the CRM there is a file store that allows you to create a link for a document, under site management ‘File upload’.
You can upload images, power point presentations, word documents and PDF’s to create a link.
To create a link for a document, click on ‘Add files’ or you can drag and drop your files in the grey box. And start upload.
Once the file store has created a link for your document it will appear in the list as per the screenshot above.
If you experience issues with uploading a document to the file store it could be either of these reasons:
- The file name is to long for the link, please rename your document to a shorter file name.
- The document is too large to be uploaded to the file store
- The file name already exists in the file store; this means a document with the same name has already been uploaded. Once you have changed the name of your document you will be able to upload to the file store.