Attachment limits in Pipeliner CRM

Pipeliner allows you to attach documents, images or any files to e.g. specific sales step in pipeline or to any opportunity, account, contact and lead. Here is the way you can limit file type or size:

How can I limit attachment size?

To limit maximum file size please follow these steps:

  1. Click on the „User“ in the upper right corner.
  2. Select Administration.
  3. Click on Misc and select Security.
  4. Check Attachment Size Limit.
  5. Drag the slider left or right to maximum file-size allowed.
  6. Click Save to apply changes. 

How can I limit attachment type?

To limit file types please follow these steps:

  1. Click on the „User“ in the upper right corner.
  2. Select Administration.
  3. Click on Misc and select Security.
  4. Check Attachment Type Limit.
  5. Select, if you want to allow only specific file-types by clicking on „List of allowed filename extensions“ or you want to disable only specific file-types by clicking on „List of denied filename extensions“. Extensions can be in following formats: *.exe, .exe and exe.
  6. Enter allowed/disabled file-types in the text-box bellow.
  7. Click Save to apply changes.
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