Attaching documents to emails

Attaching documents to emails

In Zoho CRM, you can upload attachments in various places. You can upload attachments in the following:

  • Individual records in CRM
  • In individual emails
  • In the email templates

There are file size limits based on where you upload the attachments. Also, the space taken up by the attachments are included in the total space storage space provided in Zoho CRM. See Also Storage Space.

Attachment Limit in Individual Records

In each record, you can attach documents up to a total size of 20MB. You can either upload a single file or multiple files but the total size of the files should not exceed 20MB.

Attachment Limit in Email Templates

In each email template, you can attach files up to 3MB. When you use the email template to send multiple emails, the attachment size will not be multiplied and calculated for the storage space. The attachment is counted only once for your storage. For example you have an email template with 1MB attachment. When you use this template to send emails to 5 records, the document attached is not counted on your storage 5 times, i.e. 5MB (1X5). Only the document(s) attached to the template is considered for storage.

Apart from this, while sending individual emails using the email template, you can attach files based on the email attachment limit given below.

Attachment Limit in Emails

While composing emails you can send files based on the attachment limit. The attachment limit varies based on your Zoho CRM Edition .

SEE ALSO


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