Skip to content

File manager

Why this matters

Every active customer generates files: signed contracts, payment proofs, technical specs, error screenshots, project documentation. The ZaazCRM File manager is where all those files live, organized in a folder structure parallel to contacts and companies. It's not Dropbox — it's something simpler and more connected to the CRM.

Get to the file manager

Three paths:

  • Sidebar → Files — global view of the full tree.
  • From a contact → Files tab — you see only that contact's folder.
  • From a case or company → Files tab — you see only its folder.

Screenshot: file manager with folder tree and file list

Upload files

Three paths:

  • Drag and drop — from your desktop, drag files into the upload zone.
  • Upload button — opens the system file picker.
  • From an email — when receiving an email with attachments, Save to contact files button.

File types and sizes

ZaazCRM accepts any file type: PDF, JPG, PNG, DOCX, XLSX, ZIP, etc. Max size per file: typically 50 MB. To upload more, ask your administrator.

Organize folders

  • Create folders — New folder button.
  • Move files — drag between folders.
  • Rename — right-click → Rename.
  • Delete — right-click → Delete (soft-delete, restorable).

View and download

  • Preview: click on a file.
  • Edit (Office): Edit with OnlyOffice — opens the editor in the browser.
  • Download: file menu → Download.

Share files with customers

ZaazCRM doesn't expose files to the customer directly — you control that by sending the file by email or by customer portal link (if your company uses the portal).

Search for files

  • By name: search field above the manager.
  • By content (PDF, DOCX): if indexed.
  • By customer: ZaazCRM's global search finds them.

Watch out for

  • Don't save the same file in two different folders. It causes confusion.
  • Don't upload personal data without need. The manager keeps what you upload, accessible to the team.
  • Deleting is soft-delete, but restoration is not forever. An administrator can restore in the first 30 days typically.

Where to next

  • Auto-folders — the structure ZaazCRM maintains without you having to do anything.
  • OnlyOffice — edit Office documents in the browser.