For each of your leads, contacts, and deals you may attach additional supporting documents. For example, you may have sent a contact a sales proposal and you want that included in the contact’s data in Sell.
Individual sell users can directly upload documents (from their own computer for example) and they can also choose to attach documents from the Document Repository that have been placed there by a user with admin rights. The repository is a shared storage space where you can keep documents that may be routinely used by many team members.
This article covers how to attach and manage documents and includes the following topics:
- Uploading documents to leads, contacts, and deals
- Managing your uploaded documents
- File limitations and types
- Emailing your documents
The Document Repository is described in a separate article (see Using the document repository) because it is managed by users with admin rights.
If you’re using the Zendesk Sell iOS or Android apps, see Attaching documents on iOS and Attaching documents on Android.
Uploading documents to leads, contacts, and deals
The Leads, Contacts, and Deals cards include a Documents panel where you can upload a document to attach to the record or select a document from the document repository.
To add a new document
- Select the lead, contact, or deal that you want to add a document to.
- In the Documents panel, click + then Add new.
- You’ll be prompted to drop a file for uploading or select it from a location on your computer.
- The file will be uploaded and listed in the Documents panel.
To add a document from the repository
- Select the lead, contact, or deal that you want to add a document to.
- In the Documents panel, click + then Add from Repository.
- Select the document from the repository that you want to attach, then click Attach Document.
- File will be attached and listed in the Documents panel.
If you’ve attached a lot of documents to a lead, contact, or deal, you can see the entire list of your attached documents by clicking See all files.
Managing your uploaded documents
The documents that you’ve added to your Sell account can be downloaded, you can change the document title, and you can delete them.
You can download files individually or more than one at time by selecting the documents in the documents overview page (by clicking the See all files link). You multi-select files by pressing the SHIFT key while selecting files with your mouse and then click the download icon.
You can also use the documents overview page to multi-select files that you want to delete.
Your 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 leads, contacts or deals.
Documents that have been added to the repository may be downloaded, but cannot be edited or deleted. Only Admin users can manage documents in the repository (see Using the document repository).
File limitations and types
There are no restrictions on the size of individual files that you upload to Sell; however each sell plan has a per user limit for document storage. For example, the document storage limit for each user on the Team plan 2GB. For the full list of document storage limitations per plan, see the Zendesk Sell plan comparison page.
Sell supports uploading and storing the following file types: PDF, Word, Excel, Powerpoint, Pages, Keynote, PNG, and JPG.
Emailing your documents
The documents that you’ve uploaded, and those that are available in the repository, can also be emailed.
To attach a document to an email message
- Select a lead, contact, or deal.
- Click the Send an email tab.
- Click the Attach icon, which is next to Merge Tags.
- Select the document from your list of uploaded documents, your computer, or the repository.
- Click Attach.
