Client documents

Uploading the client’s ID, contract or photo: which formats, what size and how much space you have.

Every client record has a Files section. That is where you keep the photo of their ID, the signed contract, a payslip or any paper backing the loan. No more photo folders on your phone.

Uploading a file

Open the client's record and press Upload. Pick the file and that's it.

Rule	Value
Accepted formats	JPG, PNG, WebP and PDF
Maximum size per file	10 MB
Total space	Whatever your plan gives (see below)

Photos are compressed before uploading, so an ID photo taken with a phone goes through fine and uses very little space.

The files you upload are not public. Every time you open the record, the platform generates a temporary download link that expires on its own. Nobody can hand someone else a permanent link to your client's ID.

Search and sort

With several files per client, the list can be searched by name and sorted by date or by size. Sorting by size is handy when you need to free up space fast: it shows the heaviest files first.

Deleting a file

Next to each file there is a delete button. Deleting frees the space immediately: if you ran out of quota, deleting what you don't need is the fast way to upload again.

How much space you have

Storage belongs to the plan: a single quota shared by every client on your account.

Plan	Storage
Basic	512 MB
Gold	2 GB
Premium	4 GB

For scale: a compressed ID photo is a few hundred kilobytes, so 512 MB is enough for hundreds of documented clients. If you run short, upgrade or delete what you don't use. See Plans and billing.

Upload errors, in plain words

What you see	What happened	What to do
Unsupported format	The file is not JPG, PNG, WebP or PDF	A .docx or a .heic won't go in. Convert it or take a screenshot.
The file is empty	The file is 0 bytes	It got corrupted while copying. Get it from the original again.
The file is too large	It exceeds 10 MB	Lower the photo resolution, or split the PDF.
The content doesn't match the file	Its extension was renamed by hand (a .zip renamed to .pdf, say)	The platform looks at the real content, not the name. Upload the original file.
The storage limit would be exceeded	Your plan hit its ceiling	Delete files you no longer need, or upgrade.
Too many uploads	You are uploading too fast (more than 30 per minute)	Wait a moment.

Who can upload and delete?

Whoever can edit clients: the owner, and agents with that permission. Everyone else sees the files and can download them, but will not see the upload or delete buttons.