Understand File Type Compatibility for Documents

Sway
Sway
  • Updated

Athennian offers expanded file type compatibility, empowering you to upload, store, and manage a wide range of file formats within the platform. This seamless file management enhances your workflows and collaboration.

Overview

Athennian supports common file types for document management, allowing you to upload and store them in the Documents section or the Minute Book. Supported files include:

  • PDF
  • DOCX (Word)
  • XLSX (Excel)
  • PPTX (PowerPoint)
  • JPEG
  • PNG

Note: Up to 20 files can be uploaded simultaneously using the drag-and-drop feature.

Availability: All customers.


Upload Supported File Types

  1. Navigate to the Documents section of an Entity or a Person
  2. Click the blue + New button in the top right corner
  3. Select Upload from the dropdown menu
  4. In the Upload modal, drag and drop up to 20 files or click Upload from device to select files 
  5. Review the file names and size under Selected files
  6. Delete any files that should not be uploaded by clicking the bin icon
  7. Click the blue Submit button

Important: For customers with the Enterprise plan or the Custom Access add-on, Administrators can set permissions to limit access to documents. Learn more about this feature in the article: Restrict Access to Documents and Folders.


Video Instructions