Documents & professional boundaries

A document will not upload

Reviewed: 2026-10-15

Check these possible causes: File type, size, case count, connection, storage or permission.

Step-by-step guide

1. Check the file picker for the current allowed type and size. Case uploads and message attachments have different limits. Preserve the original file and use the approved upload screen.
2. Important: Do not rename an extension to evade validation or use an unapproved public upload.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.