Files in the CRM card

View the files in the card

On the right in Dialogs, in the client or deal card, file fields show each file as a small picture: a photo as a smaller copy, a PDF as its first page. A file that cannot be shown as a picture, such as a Word document, is labelled File 1, File 2 instead.

1. Click the picture or the file label.
2. Photos and PDFs open over the chat, no download needed. To close the view, click Close.
3. Any other file cannot be shown: a window opens with its name and a Download button.

You will see: The photo or PDF opened over the chat. For any other file there is a window with its name and a Download button.

The pictures load separately, when the field comes on screen, so the card opens as fast as it did without them. The first time a picture takes a few seconds, after that it is instant.

Add a file from the chat to a field

A file the client sent, or you sent, does not need to be downloaded and uploaded to Bitrix24 again. Drag it from the chat straight into a file field of the card.

1. Find a file field in the card on the right, for example «Contract». An empty field says Drag a file from the chat here.
2. Take a photo or document in the chat with the mouse and move it onto that field.
3. The field lights up: Release to add the file. If the field holds only one file, it says Release to replace the current file.
4. Release the mouse button. While the file is saved you see Adding the file…, then it appears in the field next to the earlier ones.

You will see: The file appears in the field next to the earlier ones. While it is saved you see Adding the file….

Remove a file from a field

1. Hover over a file in the field — a cross appears next to it: Remove File 1 from the field.
2. Click the cross. Dialogs ask: Remove the file from the field?
3. Click Remove. The file disappears from the field, the other files stay. Changed your mind — click Cancel.

You will see: The file disappears from the field; the others stay.

Copy a message or a link to a file

Open the message menu: right-click the message, on a phone press and hold it, or hover over the message and click Actions.

• Copy puts the message text on the clipboard — you see Copied.
• For a file without a caption the item is Copy link: a link to the file goes to the clipboard and you see Link copied.

You will see: The text Copied or Link copied appears.

«File not added: it is over 20 MB or no longer in the chat»

The file is over 20 MB, or the message with it was deleted. Upload a large file to the card in Bitrix24 itself.

«The file did not open: no access to it in the CRM, or the CRM did not answer»

Check in Bitrix24 that you can see this card and the file. If you can, try again in a minute: the portal may not have answered.

«The file is over 20 MB — open it in the CRM»

Dialogs do not show such files. Open the card in Bitrix24 and view the file there.

«The file was not removed: the field's files could not be read. Remove it in the CRM itself»

Dialogs could not tell for sure which files are in the field now, so they touched nothing rather than remove the wrong one. Open the card in Bitrix24 and remove the file there.

Does this work in amoCRM?

Not yet: in amoCRM the file fields of the card are not shown in Dialogs, and a file cannot be dropped into them. Copying from the message menu works everywhere.