Attaching Documents to Leads, Contacts and Deals

Attaching documents to your Leads, Contacts and Deals helps keep your team organized and up-to-date with the most recent materials. Forget about scouring your computer hard drive for the latest version, and wrestling with email to make sure everyone who needs a document gets it. By attaching a document, all relevant information will be saved directly into Base!

Attaching documents is available across all Base plans - Starter, Professional and Enterprise

 

Table of Contents:

Downloading documents

Deleting documents

Document Repository

Emailing documents

Document permissions

Storage and file size limits

Supported file types

 

Uploading documents

On every Lead, Contact or Deal card, you'll find a "Documents" section beneath your Tasks. This is where you'll find and upload your documents for each record.

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You can drag-and-drop your files into the Documents section, or use a classic file-picker window to select your files to upload. If you need to upload several files, you can select or drag all of them at once!

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Once your files have been uploaded, they'll appear in the Documents section

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If you have more than 5 files uploaded to a single deal, click the expand button (...) to show the rest of your files.The expanded file browser can be sorted by both name and upload date. You can also search for specific documents by file name.

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Downloading documents

To download files individually, hover your mouse over the document's file name in the documents section. A green 'download' link will appear. Click the link to download your file.

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You can also download documents in bulk! Head over to your documents overview page by clicking the expand button (...) to see all files uploaded to a deal. Select multiple documents by clicking each one you want to download while pressing down on the "shift" key. When you're ready to download the files, click the cloud "download" button.


Note: You may need to allow your browser to download multiple files at once.

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Deleting your documents

To delete documents individually, hover your mouse over the document's file name in the documents section. A trash can icon will appear to the right of the document; click it to delete the file. Don’t worry, you'll be prompted to confirm your choice.

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Documents can also be deleted in bulk. Head over to your documents overview page by clicking the expand button (...) to see all files uploaded to a deal. Select multiple documents by clicking each one you want to download. When you're ready to delete the files, click the trash can button.


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Document Repository

The Document Repository allows specific documents to be saved and shared across team permissions. Team members can then use the documents from the repository to include in an email or attach on any Lead, Contact or Deal Card.

Learn more about the Document Repository here.

The Document Repository is available on the Professional and Enterprise plans. To learn more about our different plans, click here.

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Emailing your documents

You can email documents you've uploaded to a deal, right from Base! If you haven't yet set up full sync in your email integration, please head over to our support article to learn how you can start tracking email and sending right from Base. 

To attach a file you've already uploaded to Base, simply click the 'attachments' button when you're finished composing your email. You'll be prompted to select your attachments from the full documents list for your Deal; you can select as many documents as you need!

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Note: The maximum file size for an individual attachment is 10MB.

 

Document permissions

Your Deal documents inherit the permissions that are set for each account user.

Documents may be uploaded, downloaded, or deleted by anyone who has access to the Lead, Contact or Deal

 

Storage and file size limits

There are no limits to the size of the files you can upload to Base, as long as it falls within your subscription plan's storage allotment!

For a full rundown on the different file storage plans for reach Base subscription type, please check out our plans and pricing page.

 

Supported file types

Base supports uploading and storing the following file types: PDF, Word, Excel, Powerpoint, Pages, Keynote, PNG and JPG.