Storing account related documents within 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. 

Additional Information

Files as large as 50 MB can be uploaded.