Attach files to an Account record

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Attach files to an Account record

ActiveCampaign allows users to easily manage their relationships by attaching files directly to an Account record. This feature is important as it enables users to store essential documents such as images, client notes, and other relevant content alongside their account information, helping teams to collaborate effectively and have all necessary information in one place.

How to Access This Feature

To utilize the ability to attach files, you must have created an Account in ActiveCampaign. Once you have an Account record, you can easily access the file upload options from within that record.

Step-by-step Instructions

Here’s how to attach files to an Account record:

1. **Navigate to Your Account Record**: Locate and open the desired Account record in your ActiveCampaign dashboard.

2. **Add a File**: You can add files by doing one of the following:

  - Click the Action button dropdown located at the top right of the screen, then select Add a file to choose files from your computer.
  - Alternatively, click on the Files tab at the bottom left corner of the record.

3. **Upload Files**: Within the Files tab, you can upload files in two ways:

  - **Drag and drop** files directly from your computer into the designated area.
  - Use the Add a file button to browse and select files from your computer.

4. **Monitor Upload Status**: Once you initiate a file upload, it will continue even if you switch to another tab or app. A notification will appear when the upload is complete.

5. **Files Overview**: Uploaded files will be listed under the Files tab of the Account record. Here you will see details such as the File Name, Date Added, File Size, and Updated by information.

6. **Manage Uploaded Files**: To download, rename, or delete a file, locate the three dots (•••) to the right of the file entry and select your desired action.

Configuration Options and Settings

The following are critical configuration points related to file attachments in your Account records:

• **File Storage Limits**: Your file storage is limited based on your plan tier:

  - **Plus**: 1GB
  - **Professional**: 5GB
  - **Enterprise**: 10GB
  - **Trial**: 250MB

• **File Size Limit**: Each file upload must not exceed 75MB.

• **Supported File Types**: The system accepts various file types including:

  - pdf
  - doc/docx
  - xls/xlsx
  - pptx
  - csv
  - tif/tiff
  - txt
  - jpg/jpeg
  - png
  - gif
  - svg

• **User Permissions**:

  - Users with permission to view Accounts can attach files, rename files, and download files.
  - All users with access to Accounts can view file attachments.
  - Only users in the Admin group have the ability to delete files.

Best Practices and Tips

When utilizing the file attachment feature, consider the following best practices for optimal use:

• **Organize Files**: Maintain a clear naming convention for your files to ensure easy identification and retrieval in the future.

• **Monitor Storage**: Regularly check your available storage based on your plan to avoid upload interruptions.

• **File Types**: Utilize file types that ensure compatibility, especially for documents that require frequent sharing among team members.

• **Stay Within Limits**: Adhere to the file size limits to ensure smooth uploading, preventing any disruptions.

Common Use Cases with Examples

• **Client Documentation Storage**: For sales teams, attaching contracts and agreements directly to Account records ensures all documentation is readily accessible during follow-ups.

• **Team Collaboration**: Marketing teams can upload images and presentation files to share campaign assets associated with specific accounts.

• **Client Support**: Support teams can attach customer service logs and notes within an Account record, providing a comprehensive overview of customer interactions.

Troubleshooting

If you encounter issues while attaching files, consider these troubleshooting tips:

• **Check File Size**: Ensure the file you are attempting to upload does not exceed 75MB.

• **Supported File Types**: Make sure the file format is one of the supported types listed.

• **Permissions**: Verify that you have sufficient permissions to attach files to the Account record you are trying to access.

• **Network Issues**: Ensure you have a stable internet connection, as interruptions can affect the uploading process.

FAQ

Q1: Can everyone view the files attached to an Account record? A1: Yes, any user with access to Accounts can view the file attachments.

Q2: What happens if I need to delete a file? A2: Only users in the Admin group have the ability to delete files from an Account record.

Q3: How can I see what files I have uploaded? A3: Uploaded files are listed under the Files tab with details such as File Name, Date Added, and File Size.

Q4: Is there a way to manage my file storage limits? A4: Yes, you can regularly check your storage via your account settings to monitor how much space you have left.

Q5: What should I do if the upload fails? A5: Check for file size limitations, supported file types, and ensure your internet connection is stable before attempting another upload.

Q6: Can I access the files from any device? A6: Yes, as long as you have access to your ActiveCampaign account, you can view and manage attached files from any device.

Q7: Are there any security measures for uploaded files? A7: Only users with the appropriate permissions can access and manage the files attached to an Account, ensuring data protection.

This comprehensive guide should help you leverage the file attachment feature efficiently within your ActiveCampaign account management tasks. ```