Documents in Sparkforge: Storing Files on Contact Records
Sparkforge stores documents directly on the contact record. The Internal section holds files up to 250MB across common formats; documents tied to custom fields can't be deleted manually.
Documents in Sparkforge centralize the files tied to a contact — stored on the contact record and accessible to anyone with permission to view that contact.
Document categories
- Internal Documents — files you store on the contact record.
- Sent to Contact Documents — coming soon.
- Received from Contact Documents — coming soon.
Internal Documents
Internal documents live on the contact details page. Anyone with view access to the contact can see them.
Files uploaded through custom fields land in a folder called Custom Fields inside the Internal section. Those files can't be deleted from the document view — manage them through the custom field instead.
Add a document
- Open the contact.
- Go to the Documents section.
- Click + Add > New File.
- Upload the file.
Limits:
- Max file size: 250MB per document.
- Supported types: PPT, Docs, PDF, CSV, and common image formats.
Search documents
Use the search field on the contact details page to find documents by name. Searching is scoped to the contact you're viewing.
Frequently Asked Questions
What's the file size limit for documents in Sparkforge?
Which file types can I upload?
Why can't I delete a document attached to a contact?
Can other team members see documents I upload?
Can I send documents to contacts directly?
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