About this feature: If you need to upload a file to a user’s profile, you can create a Custom Field with the type “File” for each special purpose. For each of these Custom Fields you can upload one file; maximum 4MB.
Note: For more information on valid file types please this help article.
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- Go to the “Custom Fields” section in the “Main” tab
- Scroll to the field where you want to upload a file. If a file has already been uploaded to the field, you’ll see its name underscored (you can click on that link to open the file). There’s also a checkbox to enable you to remove that file before uploading a new file.
- Beside the field you wish to upload a file to, click the button to select a file. Depending on the browser you are using, this button may have a different name:
- Google Chrome: the button is called [Choose File]
- Mozilla Firefox / Internet Explorer: the button is called [Browse…]
- Follow the steps in your browser’s file manager to select the desired file to upload and click the [Open] button
- Back in the Custom Fields section, click the [Save] button
Note: The maximum file name length for an uploaded file is 255 characters.