Files and storage
Updated 10 October 2026 y. • v1.3.0
You can attach files to a Case, Contract, Court case and Issue: scans, documents, correspondence. They are stored on the "Files" tab of the corresponding record.
File upload is available on the "Extended" (5 GB storage) and "PRO" (20 GB) plans. On the "Basic" plan the "Files" tab offers to switch to another plan.
How to upload files
- Open the record you need and go to the "Files" tab;
- Choose one or several files and click "Upload".
The list shows the name, format, size and upload date of each file. You can download or delete a file in the action menu. The tab also holds the PDF the system generated for the record (for example, a Contract), and you can regenerate, download or delete it.
Storage
The storage volume is shared by the whole account and depends on the plan. Uploaded files and generated PDFs take up space, and deleting a file or a record frees it. If the limit is used up, the system reports: "Storage limit exceeded" — delete unneeded files or switch to a plan with a larger volume.
If a file is uploaded by a Colleague or a Customer, the space is charged to the account of the Case owner.
The PDFs of Notices and AVRs signed with a digital signature can't be deleted or regenerated while the document is signed.