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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 meeting records.

Supported file formats

To ensure the security and performance of Inpart Deal, a set of rules and limitations applies to the files that can be stored on the application.

Inpart Deal supports the following file types:

Category
Extension Description
Document

.doc, .docx

.pdf

Microsoft Word document.

Portable Document Format (Adobe Acrobat).

Email

.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
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