How to upload, download, and remove files in Affinity

If you received a file via email or have documents you wish to share with your team, feel free to manually or automatically upload them onto Affinity.

Overview

• How to manually upload files
• How to auto-upload files
• How to download or remove already-uploaded files
• Troubleshooting

How to manually upload files

1. Click into a contact's profile page, then click Upload File to drag-and-drop your file or browse for files from your computer.
2. You can also click Files to see already-uploaded files or upload already-scanned files that Affinity found in your email threads.
   

How to auto-upload files

1. Click on Settings on the left side panel.
   
   
   
2. Click the Personal Privacy tab on the left sidebar, then click on the Automatic File Upload tab.
   
   
   
3. Add the list(s) that you approve of for automatic file uploads, then remember to click Save on the top-right corner. Now, any email interactions you have with individuals on these approved lists will have the attached files auto-uploaded to their respective profile pages.
   1. Note: If you add organization lists for auto-uploads, only the files associated with people's email address that match their organization's domain will get auto-uploaded to their respective organization's profile page.
      Example: If you're speaking with Jane Doe (jane.doe@company123.com) from Company 123 (company123.com), then any files associated with that email address will get auto-uploaded to Company 123's profile page. However, if Jane Doe has another email address (jane.doe@gmail.com) associated with their profile page, then any files associated with that email address will not get auto-uploaded to Company 123's profile page.
      
      
4. Auto-uploading files is not retroactive and will only apply to your own interactions that have files attached - it will not apply to your team members' interactions. If your team members would like to auto-upload files as well, they will have to go to their own Privacy Settings and set it up themselves.
5. Don't see files being scanned in the "Found in your email" section or being automatically uploaded?
   1. Check to see if these files match the section titled "Supported file types when 'Found in your email' or automatically uploaded" within this article: Supported File Types for Upload.
6. Last but not least, if you're on the Enterprise tier and have Enterprise Permissions enabled, the Enterprise Admin of your account will determine how automatically uploaded files get shared - either with Everyone or Yourself (see step 8 in this section).

How to download or remove already-uploaded files

1. Go to the contact's profile page.
2. Click the Files tab on the right side of the page to see all files that were uploaded.
3. To download a file, click the Download icon next to the relevant file.
   
   
   
4. To remove a file from the profile page, click the Trash icon next to the relevant file.​
   

Troubleshooting

1. Running into errors when attempting to upload files?
   
   
   
2. This error can result from the following:
   1. The original email has been moved, deleted, or archived.
   2. The email inbox that the attachment was associated with has been migrated.
3. The file can still be uploaded manually by downloading and uploading the attachment.