Doc Summary
What is the Docs and Files Tab? #
The Docs and Files tab is a contact-level document center that stores all files related to a specific contact. It centralizes internal uploads, shared documents, and received attachments under organized folders — removing the need to hunt through conversations or third-party tools.
Whether you’re attaching a contract, sending a proposal, or storing reference materials, this tab keeps everything at your fingertips.
Key Benefits of the Docs and Files Tab #
Manage your contact’s files smarter and faster. The Docs and Files tab simplifies file tracking while keeping everything contextually connected to the contact.
- Organizes all files directly under each contact
- Auto-sorts documents into relevant folders: Internal, Sent, Received, Custom Fields
- Upload up to 10 files at once (up to 250 MB total)
- Supports multiple file types (PDF, DOCX, JPG, PNG, etc.)
- Easily preview documents without downloading
- Enhances collaboration with accessible, centralized file storage
How to Use the Docs and Files Tab #
The Docs and Files tab is designed to be intuitive and accessible from both desktop and mobile.
- Open any contact from your CRM dashboard.
- Click or swipe to the Docs and Files tab.
- Select Upload to choose up to 10 files from your computer or device.
- Your files will be auto-sorted into folders based on how they’re added:
- Manual uploads go to Internal
- Files sent or received via messaging are placed in Sent or Received
- Custom Field files show up under a nested Custom Fields folder
Docs and Files Folder Overview #
Understanding how documents are organized helps you locate what you need quickly and reduces clutter.
- Internal: Files uploaded directly by you or your team
- Sent: Files automatically saved from outgoing conversations
- Received: Files pulled from inbound messages with file attachments
- Custom Fields: Files associated with custom field uploads, such as ID images or contracts, nested under Internal
Supported File Types and Upload Limits #
Upload confidently knowing your files will be supported and secure.
- Accepted File Types:
- DOC, DOCX, PDF, JPG, PNG, PPT, GIF
- Upload Capacity:
- Up to 10 files per upload
- Maximum total upload size: 250 MB
Mobile App Support #
You can access and manage documents on the go using the Aiphilia or LeadConnector mobile app.
- Make sure you’re on version 3.97.3 or above
- Tap any contact to view their profile
- Swipe to Docs and Files
- Tap Upload to select files from your gallery, camera, or device storage
Frequently Asked Questions #
Q: Are the files private to me or shared across the team?
Files are shared across team members who have permission to view the contact record.
Q: Can I delete or rename uploaded documents?
You can delete documents, but renaming is not currently supported.
Q: Can I preview files before downloading?
Yes, files like PDFs, images, and PowerPoints can be previewed inside the platform.
Q: What determines which folder a file goes into?
Manual uploads go to Internal, files from sent messages go to Sent, and files from received messages go to Received. Custom Field-linked files are grouped under Custom Fields.
Q: Can I upload files from my phone or tablet?
Yes, the mobile app supports file uploads from gallery, files, or camera.
Q: Is there a way to tag or categorize files beyond folders?
Not yet, but custom fields can help label certain uploads in a structured way.
Next Steps #
- Ensure your app is updated to version 3.97.3 or later.
- Start uploading key documents to each contact for easier access.
- Leverage Custom Fields to connect important documents to data points.
- Encourage your team to use the Docs and Files tab as a shared workspace for all files related to client communication.
