You can upload files or create new files from several areas inside the account:
- Activity Stream: create or upload files directly from new message form More > File
If you choose to create files in the cloud, e.g. via Google Docs, these files will be attached to the message or comment & will be automatically saved to Bitrix24.Drive > My Drive > Created Files.
- Tasks: open task form, in the task description widget click on File option:
- Bitrix24.Drive: click Add button and select file type that you want to upload:
- Workgroups: you can upload & create files inside Workgroup's Activity Stream, Tasks and Drive.
- CRM: files can be uploaded or created for CRM records via Comments to them - for leads, contacts, companies, deals, quotes & invoices; or added via Tasks to them. You can also add files to CRM Activity Stream.