Uploading organisation documents
Last updated: April 14, 2026
Overview
Found allows you to store and manage documents directly against an organisation's profile. This means all documents are accessible in one place without leaving Found.
How to upload a document
Navigate to Contacts → Organisations and open the relevant organisation.
Select the Documents tab.
Click Upload document to open the upload panel.
Drag and drop files into the dropzone, or click to browse your computer.
Once your files are selected, confirm the upload.
The document will appear in the documents table once the upload is complete.
Editing a document
After uploading, you can update the document name, effective date, and expiry date:
In the documents table, open the actions menu (⋯) next to the document.
Select Edit.
Update the relevant fields and save.
Deleting a document
Open the actions menu (⋯) next to the document.
Select Delete and confirm.
Deleted documents are removed from view and can no longer be downloaded.
Downloading a document
Click the document name or use the actions menu to download. Found generates a secure, time-limited download link for each file.
Frequently asked questions
Q: How many files can I upload at once?
A: You can upload up to 10 files in a single batch.
Q: Is there a file size limit?
A: Yes. Each file must be 40 MB or smaller.
Q: What file types are supported?
A: All common file types are accepted. There are no restrictions on file format.
Q: Can I set an expiry date on a document?
A: Yes. When editing a document, you can set an effective date (when the document becomes valid) and an expiry date (when it expires). If both are set, the expiry date must be after the effective date.
Q: Where are documents stored?
A: Documents are stored securely in the cloud. Found generates a secure download link each time you access a file.