Files
To view all of the files that have been uploaded to your account that you have permission to see, click on the arrow next to Reports > Files. Here, you’ll get a list view of files uploaded on Company, Deal, and Person profile pages, files attached to emails tracked in Pipeline, and any shared files in the account.
Admins can also upload shared files that are visible to everyone in the account in Account Settings under Shared Files. On the files page, users can filter for shared files by clicking on the Shared column header and selecting 'Yes.'
To download a file, click on its name. (Certain files, like images, will display in the browser first and can be downloaded from there.)
To delete files, click the checkboxes on the left side of the table, then Delete.
NOTE: At this time we do not have a download-all feature. If you are interested in downloading all files in your account, please contact customercare@pipelinecrm.com.