How to Add Files to Contacts Using a Custom Field in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

To attach files to contacts in Sparkforge, create a custom field with type File Upload (Settings > Custom Fields), then upload files directly from the contact profile. Each file can be up to 250MB.

Sparkforge lets you attach files to contact records — contracts, invoices, signed forms, photos. The cleanest way is a File Upload custom field, which keeps documents organized and searchable per contact.

Why use a custom field

You can upload files directly to a contact, but a custom field gives you structure. Name the field (e.g. "Signed Contract" or "Insurance Card") and you'll know exactly where each document type lives across every contact record.

Field options to configure

SettingWhat it doesNotes
File TypeAllowed extensionsPDF, DOC/DOCX, JPG/JPEG, PNG, GIF, XLS/CSV
File RestrictionMax file size250MB per file
Allow Multiple FilesSingle vs manySet a max count for multiple (e.g. 3 or 5)
Object TypeWhere the field appearsContact, Opportunity, Company, or Surfboards
Group TabSection groupingContact Information, General Info, Additional Info

Step 1: Create the File Upload custom field

  1. Go to Settings > Custom Fields.
  2. Click Add Custom Field.
  3. Choose File Upload as the field type.
  4. Name it descriptively (e.g. "Contract Upload").
  5. Set the file types, size limit, and whether multiple files are allowed.
  6. Pick the Object Type (usually Contact) and a Group Tab.
  7. Save.

Step 2: Find the field on a contact

  1. Open Contacts from the left nav.
  2. Click into the contact you want to update.
  3. Scroll to the Custom Fields section. The field appears under the Group Tab you selected.

Step 3: Upload the file

  1. Click Upload File in the field.
  2. Select the file from your device.
  3. Confirm. The file stores against the contact.

Managing uploaded files

  • View — click the file link in the field to open it.
  • Delete — remove the file from the field. An Undo button appears immediately for accidental deletes.
  • Replace — upload a new file to overwrite the old one (single-file fields) or add another (multi-file fields).

Frequently Asked Questions

What file types can I upload?
PDF, DOCX, PNG, JPG, CSV, PPTX, and XLSX. Video uploads are not supported.
What's the maximum file size?
250MB per file. If a file fails, check size and type first, then retry.
Can I delete or replace a file after uploading?
Yes. Files can be deleted or replaced. For custom fields, just upload a new file to overwrite — or use the Undo button if you delete by accident.
Can I upload multiple files at once?
For direct uploads, files go up one at a time. For custom fields, configure Allow Multiple Files and set a max count (like 3 or 5).
What should I do if a file fails to upload?
Check the file type matches what the field allows, confirm size is under 250MB, refresh the page, and check your internet connection.
Where else can File Upload fields be used?
Beyond contacts, File Upload fields can attach to Opportunities, Companies, and Surfboards (custom objects), depending on your plan.

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