Web Files

Files

Store and manage documents associated with accounts. The Files page allows you to upload files, share them with other users, download documents, and organize account-related files in a central location.

Index of Files in Callproof.

Navigation: Dashboard → Files

Note: In some companies, this menu appears as Dashboard & Reports → Files.

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Dashboard.
3. Select Files.
4. The Files page opens and displays your uploaded files.
5. Each file record includes information such as:
   1. File Name
   2. Account
   3. Shared status
   4. Last Modified date
6. Use the right sidebar to switch between Files and Shared Files.

Upload a File

Purpose: Attach a document to an account.

Note: Files must be uploaded from an account and are always associated with a contact or account.

1. Open People → Contacts.
2. Open the account where you want to upload the file.
3. Select the Files tab.
4. In the New File section, click Choose File and select a file from your computer.
5. Click Upload.
6. The file is uploaded and linked to the selected account.
7. The uploaded file also appears under Dashboard → Files.

Edit or Share a File

Purpose: Replace an existing file or share it with other users.

Click to Edit (Pencil) icon

Files Edit

1. Open Dashboard → Files or open the account's Files tab.
2. Locate the file you want to update.
3. Click the Edit (pencil) icon or Share File.
4. The Edit File page opens.
5. Review the current File Name.
6. Optionally select a replacement file using Update File.
7. Under Share With, select the users who should have access.
8. Use All or None to quickly select or clear users.
9. Click Update.
10. Your changes are saved.
11. Users with whom the file is shared can access it from Shared Files.

Download a File

Click to Download (file) icon

1. Open Dashboard → Files, Shared Files, or the account's Files tab.
2. Locate the file you want to download.
3. Click the File Name or the Download icon.
4. The file is downloaded to your computer.

Delete a File

Files Delete

1. Open Dashboard → Files or the account's Files tab.
2. Locate the file you want to remove.
3. Click the Delete (red X) icon.
4. Confirm the deletion.
5. The file is permanently removed from the account and the Files list.

Note: The Delete option is available only for files you uploaded.

View Shared Files

1. Open Dashboard → Files.
2. In the right sidebar, click Shared Files.
3. The Shared Files page opens.
4. Review the files other users have shared with you.
5. Click the File Name or Download icon to download a file.
6. Click the related Account link to open the associated account.

Notes

• Files must always be associated with an account.
• Uploaded files are automatically available from the account's Files tab.
• Shared files appear only for users who have been granted access.
• Only the user who uploaded a file (or users with appropriate permissions) can delete it.