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
- Click into a contact's profile page, then click Upload File to drag-and-drop your file or browse for files from your computer.
- 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
- Click on Settings on the left side panel.
- Click the Personal Privacy tab on the left sidebar, then click on the Automatic File Upload tab.
- 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.
- 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.
- 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.
- 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.
- Don't see files being scanned in the "Found in your email" section or being automatically uploaded?
- 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.
- 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
- Go to the contact's profile page.
- Click the Files tab on the right side of the page to see all files that were uploaded.
- To download a file, click the Download icon next to the relevant file.
- To remove a file from the profile page, click the Trash icon next to the relevant file.
Troubleshooting
- Running into errors when attempting to upload files?
- This error can result from the following:
- The original email has been moved, deleted, or archived.
- The email inbox that the attachment was associated with has been migrated.
- The file can still be uploaded manually by downloading and uploading the attachment.