{"id":716,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-files-library\/"},"modified":"2026-10-12T15:08:22","modified_gmt":"2026-10-12T20:08:22","slug":"crm-files-library","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-files-library\/","title":{"rendered":"Keep shared files in the library"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>The Files room is a shelf for documents your account sends over and over, like the buyer guide, the listing packet or a common disclosure. A sequence step can point at one of these, and whoever does the touch opens it from the task.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Files<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Press <strong>Add a file<\/strong> and choose the document.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-files-library-1.webp?v=1791835701\" alt=\"In CRM &gt; Files, press Add a file\" width=\"1440\" loading=\"lazy\" \/><figcaption>In CRM &gt; Files, press Add a file<\/figcaption><\/figure>\n<\/li>\n<li>Rename it to whatever a sequence should call it, using the pencil.<\/li>\n<li>In CRM &gt; Sequences, open a touch and pick the file under <strong>Send a file with it<\/strong>.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-files-library-2.webp?v=1791835702\" alt=\"In a sequence touch, pick the file under Send a file with it\" width=\"1440\" loading=\"lazy\" \/><figcaption>In a sequence touch, pick the file under Send a file with it<\/figcaption><\/figure>\n<\/li>\n<li>Use the download icon on a row to open a file.<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>Nothing on the shelf is sent automatically. A step that carries a file lands as a task.<\/li>\n<li>Files can be up to 25 MB each, and the shelf holds up to 100 files. The page shows how many you have used.<\/li>\n<li>Files are stored privately, the same place your recordings are.<\/li>\n<li>Only owners and managers can change the library.<\/li>\n<li>Files about one person belong on their contact record instead. See Attach a file to a contact.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Files room is a shelf for documents your account sends over and over, like the buyer guide, the listing packet or a common disclosure. A sequence step can point at one of these, and whoever does the touch opens it from the task.<\/p>\n","protected":false},"featured_media":1951,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/files","_rd_doc_source_id":"crm-files-library","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"The Files room is a shelf for documents your account sends over and over, like the buyer guide, the listing packet or a common disclosure. A sequence step can point at one of these, and whoever does the touch opens it from the task.","footnotes":""},"rd_doc_category":[19],"class_list":["post-716","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/716","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/716\/revisions"}],"predecessor-version":[{"id":1953,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/716\/revisions\/1953"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1951"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=716"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}