This article illustrates how to add or upload documents.
Uploading a New Document
To upload a document:
- Click New Document from the Documents tab or click New next to Recent Documents on the documents home page. If you do not have a New Document option, check if you have the correct permissions.
- Specify a descriptive Document Name. If you want to use the file name, leave this field blank. The file name will appear automatically when you upload the file.
- If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
- You can check:
- Internal Use Only if the document is confidential. Checking this box does not change the visibility of the file but prevents it from being publicly accessible.
- Externally Available Image if the document is an image, such as a logo, that's not confidential. Check this box to:
- Make the image available from HTML email templates without requiring a Salesforce username and password
- Use the image as a custom tab icon or custom app logo, which do require a Salesforce username and password to view
- Display the image in meeting requests
- Select a folder for the document.
- Enter a description to use later as search criteria.
- Enter keywords that you can use later as search criteria.
- Select a document or path option.
- To upload a document, click Browse, choose the file, and click Open.
- To store a link to the document, enter the location of the document. Enter a path and file name or a URL such as: C:\Quotes\quote.doc, \\Server\Departments\Marketing\logo.doc, or http://www.salesforce.com.
- Click Save.
Replacing a Document
To replace a document with an updated version:
- Display the document you want to replace. For instructions on locating a document in the document library, see Searching for Documents.
- Click Replace Document.
- Select a document or path option.
- To upload a replacement, click Browse, choose the file, and click Open.
- To store a link to the replacement, enter the location of the replacement. Enter a path and file name or a URL such as: C:\Quotes\quote.doc, \\Server\Departments\Marketing\logo.doc, or http://www.salesforce.com.
- Click Replace Document.
Tips for Uploading or Replacing Documents
- Documents stored as links cannot be attached to emails, but they save space in your document library.
- If document content search is enabled, Salesforce will also perform a full-text search of the document. When a new document is uploaded or an old one is replaced, its contents are available for searches. For more information, see Searching for Documents.
- Salesforce stores the most recent upload date as the modified date.
- You can upload documents that have file names of up to 255 characters including the extension.
- The size limit for any document you upload is 5 MB. The maximum size for a custom-app logo is 20 KB.
- Your organization’s used file storage includes all files stored in the document library.
- If the Disallow HTML documents and attachments security setting is enabled for your organization, you cannot upload files with the following file extensions: .htm, .html, .htt, .htx, .mhtm, .mhtml, .shtm, .shtml, .acgi.