Allowing file name extensions for upload

System administrators can configure an allowlist to restrict the file types that users can upload to Sage CRM. If a file name extension is missing from the allowlist, the upload of the file is blocked.

These restrictions apply when a user:

  • Uses the Add File button or Drop files here to attach them area to upload files on the Shared Documents tab or attach files to a calendar task, email message, or communication.

  • Selects the Import Emails button to file emails against a record in Sage CRM.

This new feature replaces the blocklist File extension restrictions, which has been discontinued. During upgrading to Sage CRM 2023 R1 or later, the Sage CRM Setup does not transfer the file name extensions from the blocklist File extension restrictions to the new Sage CRM installation. You need to transfer these restrictions manually.

To allow file name extensions for upload:

  1. Go to My profile icon | Administration | Email and Documents | Documents & Reports Configuration.

  2. Configure the following options:

    • Allowed file name extensions for upload

    • Allow executable files to be uploaded

    See the descriptions of these options in Document and report settings.