We are excited to announce the addition of the new feature that allows you to store account related documents with the Account record. Storing them with the account record allows you to quickly find the documents and share them with your team. Contract documents, SOW documents, QBR's and other presentations are some examples of documents you can store with the Account.
Adding Assets to an Account
As a SuccessTeam user, you now have the ability to upload files to an Account.
All common file types such as PDF, XLSX, PPTX, DOCX, Images etc are supported. However some file types such as .EXE, .BAT. .JS etc are not supported for security reasons.
Look for the following Assets widget on the Account profile
All the Assets can be accessed in the Assets tab of the Account
Assets can be deleted by clicking the trashcan icon beside each file. Assets can be downloaded and removed by any SuccessTeam member.
Files as large as ~50 MB and higher can be uploaded.