Keep documents on every CRM record 📎
Shared by Mitt • Store certificates, agreements, and other files with the people, companies, and agencies they belong to, so your team can find them quickly.
Hello everyone! We've added the Files tab to people, companies, and agencies in CLEATUS CRM. Now you can keep documents with the records they belong to, making it easier for your team to find the right file when it is needed.
What's New
The CRM Files tab gives each person, company, and agency a dedicated place for documents. Files stay alongside that record’s notes, tasks, and pursuits, without appearing in Document Hub.
How It Works
- Open a person, company, or agency record in CRM and select the Files tab.
- Choose “Upload files,” or drag and drop files onto the list. You can upload PDF, Word, Excel, PowerPoint, CSV, text, image, and ZIP files.
- Follow upload progress and retry an upload if it fails.
- Preview a file, open it in a new tab, or download it.
- The person who uploaded a file, or an organization owner or admin, can delete it.
- Check the record’s Activity tab to see each upload and deletion.
- When you merge two records, their files move to the record you keep.
Why It Matters
Certificates, teaming agreements, and capability statements are easy to lose in an inbox or shared drive, away from the person, company, or agency they support. Keeping them on the record gives your team a shared place to find the right document without having to ask around. When someone needs to check a qualification before a conversation or pull an agreement while reviewing a pursuit, the relevant file is close to the relationship it supports. Upload and deletion activity is visible on the record too, giving teammates helpful context when files change.
Get Started
Open CRM from your sidebar, choose People, Companies, or Agencies, open a record, and select Files. Choose “Upload files” to add a document. CLEATUS CRM is included on DATA + AI + Automations and higher plans.
Happy organizing! 📎