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File Upload Overview

The CRM File Upload feature allows you to upload files directly to contact and company records, with AI-generated summaries to help you quickly understand file contents. This feature streamlines document management and keeps all relevant files organized within your CRM records.

Why use File Upload?​

Keep all client documents and communications in one place by uploading files directly to CRM records. AI-generated summaries help you quickly understand file contents without opening each document, saving time and improving organization.

What's included​

  • CRM File Upload: Complete guide to uploading files, viewing AI summaries, and managing files in CRM records

Get started​

  1. Navigate to a CRM record

    • Go to Partner Center → CRM → Contacts or Companies
    • Select a contact or company record

  2. Upload a file

    • Click the file upload option in the record
    • Select a file from your device
    • Wait for AI summary generation

  3. Review AI summary

    • View the automatically generated summary
    • Use the summary to quickly understand file contents
    • Access the full file when needed

  4. Manage files

    • View all files associated with a record
    • Download or delete files as needed
    • Organize files by type or date

Common workflows​

Document Management: Upload client documents, contracts, or communications to CRM records, review AI summaries for quick reference, and keep all files organized in one place.

File Organization: Associate files with specific contacts or companies, use AI summaries to quickly scan document contents, and maintain a complete record of all client interactions and documents.