If you’re using version 3 - click here for the transition milestone dates and the transition calls.

What is the maximum file size for documents that I want to upload?


25MB is the maximum size for files uploaded in WEBSITE TAB > DOCUMENTS. If you want to send to client larger files of various types (including audio and video), you need to use the Client Log feature (CONTACTS TAB > CONTACT NAME > "Client Log" tab).

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