Companies: Files

The ability to add files to a company is a sought-after feature. You can find the Files section under the Company information card. 

To Search Files, type in the "Search files..." field. As you type it will display the matches. 

To Upload Files click the [ Upload Files ] button. A model will popup with the option to drag and drop files or click the [ Select files ] button to find the file(s). While uploading an hourglass will appear next to the file names. When the file(s) have been successfully uploaded a green box with a checkmark will replace the hourglass. 

To Download Files click the ⋮ "vertical ellipsis" and select download.

You can also "Bulk" download by clicking the checkbox next to each file you want to download and then the same steps above. 

To Delete Files click the ⋮ "vertical ellipsis" and select delete. You will be asked, "Are you sure you want to delete {file name}" [ Delete ]

You can also "Bulk" delete by clicking the checkbox next to each file a red trash can will appear. Click it to delete. You will be asked, "Are you sure you want to delete X files?" [ Delete ]