Attaching files to a record

Original: https://support.insight.ly/hc/en-us/articles/204061124-Attaching-files-to-a-record

When you use Google Drive, Dropbox, Box, or OneDrive to store your files, you can link them to your Insightly records for easy access.

You can also upload files directly to Insightly. Each file can be up to 20MB in size.

Drag-and-drop file uploads

To add files to a record using this method:

  1. Open the record and click the Files subtab.

    Contact-to-Files-subtab.png20150216-3-lx5qvm

  2. Drag files from your computer onto the Files subtab of any contact, organization, opportunity or project.

    Drag-drop-files.png20150216-3-8ejtjs

  3. You will be asked if you wish to upload the files.

    Confirm-drag-drop-files.png20150216-3-1nzcak0

  4. Your browser will upload the files to Insightly.

    File-upload-in-progress.png20150216-3-yaa6ld

Multi-file uploads

Insightly also supports multi-file uploads, allowing you to select multiple files at once to upload all in one batch, rather than having to select and upload each file individually. To upload multiple files at once:

  1. Open the record and click the Files subtab.
  2. Click the Add Files button.

    Add-Files-button.png20150216-3-fohtb0

  3. Click the Browse button and navigate to the folder that contains your files.

    Browse-file-upload.png20150216-3-9khmos

  4. You can now select multiple files using your mouse or keyboard. These files will then be uploaded to Insightly in one batch, saving you time.

All uploaded files will then appear in the record's Files subtab.

Files-added.png20150216-3-1g6afdw

When you use Google Drive, Dropbox, Box, or OneDrive to store your files, you can link them to your Insightly records for easy access.

You can also upload files directly to Insightly. Each file can be up to 20MB in size.

To upload one or more files to Insightly:

  1. Open a record and click the Related subtab.
    insightly_001.jpg
  2. Scroll down to the Files section and click Add Files.
    insightly_002.jpg
  3. Click the Browse button and navigate to the folder that contains your files.

    Browse-file-upload.png20150216-3-9khmos

  4. Select one or more files to upload. Select multiple files by holding down the Ctrl, Shift, or Command key on your keyboard.
  5. (Optional) Enter a description and select a category.
    insightly_003.jpg
  6. Click Add Files.
    insightly_004.jpg

All uploaded files will then appear under the Files section in the Related subtab.
insightly_005.jpg

Have more questions? Submit a request
Top