Source: https://www.brixit.io/docs/crm-documents

# How to upload and manage documents in Brixit CRM

Keep supporting files with the record they belong to. The shared **Documents** area is
used on contacts, inquiries, listings and transactions where your role has access.
Employee records also expose document controls according to HR permissions.

## 1. Open the correct record

1. Open the relevant module and find the contact, inquiry, listing, transaction or employee.
2. Check the record's identity before adding a file.
3. Select **Documents**.
4. Select **Upload**, or **Upload first document** when shown on an empty record.

## 2. Choose and upload a file

1. Drop the file into the upload area or click the area to choose it.
2. Check the selected filename. The shared upload form accepts one file at a time.
3. Select **Upload** and wait for the successful response.
4. Confirm the file appears in the Documents list with the expected name, size and date.

[![Upload Document dialog with file drop zone, 10 MB limit, Cancel and Upload](https://www.brixit.io/images/docs/modules/documents-upload.jpg)](https://www.brixit.io/images/docs/modules/documents-upload.jpg)

*Selecting a file and submitting Upload are separate steps. This screenshot shows the empty form.*

The standard form supports PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, JPG, JPEG and PNG.
Keep the file **under 10 MB**; use the limit shown on your form if that module displays
a different configuration. Repeat the process for additional files.

Choose descriptive filenames before upload, such as a document purpose and version.
The standard upload form uses the file itself; it does not ask for a separate document category.

## Preview or download

Use **Search** to locate a filename. Open the preview/eye action to inspect a supported
file. If the preview is unavailable, use **Download** or **Download to view** and open
the downloaded file with an appropriate application.

Review **Uploaded By** and **Date** when deciding which version to use. A document stored
on a record is not automatically a listing photograph or portal publication attachment.
Use the listing's [media controls](https://www.brixit.io/docs/crm-listings) for property images and review the
[portal workflow](https://www.brixit.io/docs/crm-listing-publication) for published information.

## Remove an incorrect file

If your role exposes **Delete**, open the document's action menu, verify the filename
and confirm only the file you intend to remove. Uploading a newer version does not mean
an older attachment has been removed. Check the remaining list after deletion.

## Troubleshooting

| Problem | What to do |
| --- | --- |
| File type is rejected | Use one of the permitted extensions; renaming an extension does not convert the file |
| File is too large | Reduce the file size or split it into meaningful parts below the displayed limit |
| Upload button is missing | Check document-create permission for this module and your access to the record |
| Preview is blank or unsupported | Download the file and open it locally |
| File appears on the wrong record | Verify the parent record before uploading; remove only the mistaken attachment if authorised |

## Common questions

### How do I upload a document in Brixit?

Open the correct record, select **Documents → Upload**, choose one file and select **Upload** again to submit it. Confirm the file appears in the list. The standard form accepts the file types listed above and files under **10 MB**.

### Does uploading a document publish it on a property portal?

No. A record attachment is separate from listing photographs and portal publication. Review the listing’s media controls and the destination’s publication settings for content you intend to publish.