Add Files to Contact Records Using a File Upload Custom Field

A File Upload custom field creates a dedicated upload area on the selected object.

For contact records, the field appears in the selected contact field group, such as General Info or Additional Info. Users can upload files from their device and then manage those files directly from the contact record. The File Upload field must be created before it can be used on a contact.

Configure each File Upload custom field according to the type of document it will store.

The file type setting controls which formats users can upload through the field.

The provided source lists support for document, image, presentation, and spreadsheet formats, including:

Video files are not supported by the File Upload custom field described in this article.

The maximum file size listed for each uploaded file is 250 MB. Files larger than the configured limit will not upload successfully.

The multiple-files setting determines whether the field accepts one file or several files. Available configurations may include:

Use a single-file field when the document should have only one current version, such as a signed agreement. Use a multiple-file field when the contact may need several related documents.

The object type determines where the field is available. Select Contact when the files must be stored on individual contact records. Other object types may have separate field configurations and records.

The group determines where the File Upload field appears on the contact record. Examples include:

Choose a group that users can locate easily when reviewing a contact.

Administrator access may be required to create or edit custom fields.

To create the field:

A clear field name helps users understand which documents belong in the field.

After the File Upload custom field has been created, open the contact that should receive the file. To locate a contact:

This opens the contact record where the File Upload custom field can be accessed.

The File Upload field appears inside the group selected when the custom field was created. To locate the field:

When a contact has many fields, use the field search to search for the custom field by name.

A File Upload field will not appear on contact records until the custom field has been created for the Contact object.

To upload a file:

Do not close or refresh the contact record while the file is still uploading.

Uploaded files can be managed directly from the File Upload field.

Available controls may include:

When a file is deleted, an undo option may appear temporarily. Use the undo option immediately when a file was removed by mistake.

The replacement process depends on how the File Upload field was configured.

For a single-file field:

For a multiple-file field, upload the replacement and remove the outdated file after confirming the new upload succeeded. Deleting an existing file may be required before a new file can be added to a single-file field.

Use separate File Upload custom fields when documents serve different purposes.

For example:

Separate fields make it easier for users to identify the correct document without opening every uploaded file.

Confirm that the custom field was created for the Contact object. Also confirm that you are checking the same field group selected during field creation.

Confirm that the file is no larger than 250 MB. Reduce the file size or upload a smaller version before trying again.

Confirm that the file uses one of the formats enabled for the custom field.

Video files are not supported by the File Upload field described in this article.

The custom field may have been configured as a single-file field.

Edit the custom field and enable multiple files when the field should accept more than one document.

Delete the existing file before uploading the replacement.

Confirm that the new file has uploaded successfully before leaving the contact record.

Check the internet connection and confirm that the file meets the size and format requirements. Refresh the page and retry the upload when the connection is stable.

Use the undo option immediately when it appears after deletion. The source material does not confirm a long-term recovery process after the temporary undo option is no longer available.

The provided source lists support for PDF, DOC, DOCX, JPG, JPEG, PNG, GIF, CSV, XLS, XLSX, and PPTX files. The accepted formats may also depend on the file types enabled when the custom field was configured.

No. Video uploads are not supported by the File Upload custom field described in this article.

Each uploaded file can be up to 250 MB, according to the provided source.

Yes, when the File Upload custom field is configured to allow multiple files. The administrator can also define the maximum number of files accepted by the field.

Yes. For a single-file field, remove the existing file and upload the replacement. For a multiple-file field, upload the new file and then remove the outdated version.

Yes. Use the delete control beside the uploaded file on the contact record.

An undo option may appear immediately after deletion. Use it before the option disappears. The provided source does not confirm recovery after that temporary undo period.

The field may not have been created for the Contact object, or it may be located in a different contact field group.

Files uploaded through a contact File Upload custom field are displayed within that field on the contact record.

Confirm that the file type is supported, the file is no larger than 250 MB, and the internet connection is stable. Refresh the contact record and retry the upload.