Uploading files to Affinity
If you received a file via email or have documents you wish to share with your team, then you can upload that file onto Affinity to be shared.
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Manual Upload
In the example below, we received an email from someone associated with "Demo Org" with an attachment.
First, we'll need to navigate to the "Demo Org" organization page. Here, you can select Upload a File (1) and see the upload modal. Without needing to save the file - you can upload directly from your Inbox into Affinity (2), or dragging and dropping a file from your computer.
After uploading directly from your email, you can go to the left side of the page, and see a list of all files that were uploaded (4) (regardless of method). You will also see here any other attachments that are available for upload.
Auto Upload
If you want to automatically share files for contacts associated with certain lists, you can do so by going to your Privacy Settings.
NOTE: This 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.
"When an email from a contact associated with this list is sent to you with a file attachment, we'll automatically upload that file so everyone on your team can view it."
