1. Open the Files Tab2. Upload a File3. Organize by Category4. Share a File Link5. Attach to Email/Proposal6. Set File Permissions7. Find Files Fast
New to OneSolar CRM? Start with the full setup tutorial.
Open the Files Tab on a Deal
Why it matters: Every deal has its own file storage built in - there’s no separate folder structure to maintain or lose track of.
- Open any Deal record
- Click the Files tab, alongside Activity, Tasks, and Notes
Result: An empty or populated file list scoped to just this deal.
Upload a File
Why it matters: A signed contract or a site photo uploaded here is visible to anyone with access to the deal - not sitting in one person’s downloads folder.
- Drag and drop a file onto the Files tab, or click Upload to browse
- Supported types include PDF, images, Word, and Excel files
Result: The uploaded file appears in the list with its name, size, and upload date.
Organize Files by Category
Why it matters: Tagging files as you go means finding "the signed contract" later takes one click instead of opening every PDF on the deal.
- Click the category dropdown next to any file
- Choose Contract, Proposal, Site Photo, Invoice, or Other
Result: Files can be filtered by category from the Files tab.
Share a File Link With a Client
Why it matters: A shareable link means the client always has the current version - an emailed attachment can go stale the moment the file is updated.
- Click the Share icon next to the file
- Copy the generated link, or send it directly via the built-in email option
Note: Shared links respect the file’s permission settings - a client can’t access a file marked internal-only, even with the link.
Result: A shareable link is copied to your clipboard, ready to send.
Attach a File to an Email or Proposal
Why it matters: Pulling a stored file directly in means you’re never attaching an outdated version from your downloads folder by mistake.
- When composing an email or proposal from the deal, click Attach from Deal Files
- Select the file - it attaches without needing to be re-uploaded
Result: The file appears as an attachment without a separate upload step.
Set File Permissions
Why it matters: Not every file on a deal should be client-visible - internal cost breakdowns and margin notes need to stay internal.
- Click the permissions icon next to a file
- Set to Internal Only, Team Visible, or Client Shareable
Result: A lock icon appears next to any file marked Internal Only.
Find Files Fast With Search
Why it matters: You shouldn’t have to remember which deal a file was uploaded to in order to find it again.
- Use the global search bar and search by file name or client name
- Filter results to Files only if you’re getting too many deal or contact matches
Result: Searching a client’s name surfaces every file attached to their deals and projects.
You’ve completed this tutorial
You know your way around deal files. Explore the rest of the tutorial library for more of the day-to-day workflow.
Continue learning
Keep going with the next tutorials in the Solar CRM series.