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.
You can create, save, and share custom list views with your team to filter documents as needed.
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.
- Find the bulk actions bar pinned to the bottom of the screen. It shows how many files you have selected and stays in place while you scroll.
- Click Select all N records if you want every file that matches your current view, across all pages, instead of just the ones on screen.
- You will have the options to:
- Delete
- Add tags
- Remove tags
- Click ✕ at the end of the bar to clear your selection.
Need help? Contact support at customercare@pipelinecrm.com.