File Manager — Document Attachments

Overview

KeenCRM's File Manager lets you attach documents to any entity — contacts, companies, deals, quotes, invoices, contracts, and orders.

Uploading Files

1. Open any entity detail page (e.g., a contact or deal)
2. Click the Files tab
3. Click "Upload" or drag and drop files
4. Files are stored securely and linked to that entity

Supported File Types

• Documents: PDF, DOCX, XLSX, PPTX, TXT
• Images: JPG, PNG, GIF, SVG
• Other: CSV, ZIP

File Size Limits

• Maximum file size: 10 MB per file
• Files are stored with tenant isolation for security

Managing Files

• Download: Click on any file to download it
• Delete: Remove files you no longer need (requires permission)
• View: Preview supported file types directly in the browser

Multi-Tenant Security

Files are isolated by tenant. Users can only access files belonging to their organization. Each tenant's files are stored in separate directories.