Attach Documents
Attach relevant documents to support your decisions regarding your pipeline.
Places Where You Can Attach Documents
You can attach documents in several places in the application:
- In the initiative overview.
- In the opportunity's Attachments tab.
- In the meetings records.
Supported File Formats
To ensure the security and performance of Inova Next Generation, a set of rules and limitations applies to the files that can be stored on the application.
Inova Next Generation supports the following file types:
|
Category
|
Extension | Description |
|---|---|---|
| Document |
.doc, .docx |
Microsoft Word document. Portable Document Format (Adobe Acrobat). |
|
.eml .msg |
Electronic message saved in a plain text file. Microsoft Outlook Mail Message file. |
|
| Image |
.jpg, .jpeg .png |
JPEG image. PNG image. |
| Presentation |
.ppt, .pptx |
Microsoft PowerPoint presentation. |
| Spreadsheet |
.xls, .xlsx |
Microsoft Excel workbook. |
| Hyperlink |
All internet links |
Only available in opportunity attachments. |
Files with an extension other than those listed above, with multiple file extensions, or no file extension at all are not supported.
Macro enabled files (such as .docm, .pptm, .xlsm, etc.) are not supported.
File Size Limitations
| Maximum size limit for an individual file |
25 Mb (25.000 Kb) |
| Minimum size limit for an individual file |
1 Kb |
For best performance, it's recommended to keep the file size under 10Mb (10,000 Kb) whenever possible.
The file size of the document can be checked on the properties of the file on your computer before uploading it.
Please note that time-out issues may be experienced with files above the maximum allowed size, depending on the internet connection.
File Name Rules
The maximum length for a filename is defined at 255 characters.
File names can include most characters, including letters, numbers, spaces, punctuation marks, and symbols, except for the following:
| < left angle bracket or less-than sign | > right angle bracket or more-than sign |
| \ back slash | / forward slash |
| : colon | ; semicolon |
| , comma | ? question mark |
| " double quote | * asterisk |
| & ampersand | | vertical bar or pipe |