Access all uploaded files across your account, filter by various criteria, and manage shared files. View and Download Your Files
- In the side navigation panel, click Tools > Files.
- Browse the list view showing files from Company, Deal, and Person profiles, email attachments, and shared files.
- Click any column header to sort and filter files by uploader, associated record, upload date, and more.
- Click the name of the file to download.
💡 Tip: You can create, save, and share custom list views with your team to filter documents as needed. ⚠️ Note: A download-all feature is not currently available. If you are interested in downloading all files in your account, please contact our support team.
Upload Shared Files (Admins Only)
- Go to Settings > Other > Files.
- Upload files that will be visible to everyone in your account.
Bulk Actions Available
- Select the checkboxes next to the files.
- You will have the options to:
- Delete
- Add tags
- Remove tags
Need help? Contact support at customercare@pipelinecrm.com.