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:
- Open a record and click the Related subtab.
- Scroll down to the Files section and click Add Files.
- Click the Browse button and navigate to the folder that contains your files.
- Select one or more files to upload. Select multiple files by holding down the Ctrl, Shift, or Command key on your keyboard.
- (Optional) Enter a description and select a category.
- Click Add Files.
All uploaded files will then appear under the Files section in the Related subtab.