Attach Files to a Contact with a File Upload Field

Attaching files to a contact keeps important documents — contracts, intake forms, signed agreements, client photos — accessible inside the contact record without navigating to a separate storage system.

There are two ways to attach files to a contact:

1. Directly on the contact profile — a built-in upload area on the contact detail page.
2. Via a custom File Upload field — a configurable field you create in Settings, which gives you control over file types, size limits, and whether multiple files are allowed.

This page covers the custom field approach, which is required if you want file uploads to appear in a named section, accept only specific file types, or allow multiple files.

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Supported file types and limits

Setting	Details
Supported formats	PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, XLS/CSV, PPTX, XLSX
Maximum file size	250 MB per file
Videos	Not supported
Multiple files	Configurable per field — set a maximum file count when creating the field

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Step 1: Create a File Upload custom field

1. Go to Settings in the left-hand menu and select Custom Fields.
2. Click Add Custom Field.
3. Choose File Upload as the field type.
4. Fill in the field details:
   • Name — give it a descriptive label, such as “Contract Upload” or “Client Documents”.
   • File Type — restrict to specific formats (PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, XLS/CSV) or leave open to accept all supported types.
   • File Restriction — set the maximum file size (up to 250 MB).
   • Allow Multiple Files — choose single-file mode, or enable multiple files and set the maximum count.
   • Object Type — select where the field appears: Contact, Opportunity, or Company.
   • Group Tab — assign the field to a section (for example, “General Info” or “Additional Info”) to keep the contact profile organized.
5. Click Save.

The field is now available on all contact records (or opportunities or company profiles, depending on the Object Type you chose).

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Step 2: Open the contact and find the field

1. Go to Contacts and open the contact record you want to update.
2. Scroll to the Custom Fields section of the contact profile.
3. Locate the file upload field by its name. If you have many custom fields, use the Group Tab search to find it quickly.

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Step 3: Upload a file

1. Click Upload File inside the file upload field.
2. Select the file from your device.
3. Confirm the upload. The file name appears in the field once the upload completes.

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Manage uploaded files

Once a file is attached, you can:

• View — click the file link to open and review it.
• Delete — remove the file from the field. An Undo option appears immediately after deletion; once you navigate away from the contact, the file is permanently gone.
• Replace — upload a new file to overwrite the existing one (for single-file fields).

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Common questions

What file types can I upload? PDF, DOCX, PNG, JPG, CSV, PPTX, and XLSX. Videos are not supported.

What is the maximum file size? 250 MB per file.

Can I upload multiple files at once? Only if the field is configured with Allow Multiple Files enabled. If so, you can upload up to the configured maximum count. Single-file fields accept one file at a time.

Can I delete or replace a file after uploading? Yes. For single-file fields, upload a new file to replace the old one. Files can also be deleted directly from the field.

Can I create more than one file upload field? Yes. Create as many File Upload custom fields as you need — for example, one for contracts, another for ID documents, and another for signed forms.

Do file uploads transfer when contacts are merged? Files attached to the master contact are retained. Review and download files on child contacts before merging, as they may not transfer automatically.