Upload attachments and documentsUpload attachments and documents

🎯 Objective

Learn how to upload new versions of the main document and manage attached files within the netLex platform, ensuring that all information and complementary files are centralized and updated in your process.

Este artigo contém as seções:

• What is this feature?
• How to upload files?
• Supported formats and size limits
• Frequently asked questions
   

💡 What is this feature?

This feature allows you to keep the document life cycle updated, even if edits are made outside of netLex. In addition to enabling the replacement of the main document with a new version, it allows attaching complementary files (such as receipts, spreadsheets, or photos) that must accompany the document throughout the workflow.
 

🛠️ How to upload files?

On the document screen, next to the document name, you will find two “cloud” icons. The icon on the right, with an upward arrow, offers two options:

1. Upload a new version of the main document

Use this option if you edited the document externally and want to replace the current version on the platform.

• Click on the upload icon and select Main document.
• When uploading the file, the system will ask if the document is signed.
  
  
  
  
  
   

2. Upload attached file

This option allows you to insert files that will be available in the "Attachments" section of the right sidebar.

• Those responsible for the next steps of the flow will be able to view and download these files, according to the access profile permissions.
• You can download one attachment at a time or select multiple and click on Search file.
  
  
  
  
   

📊 Supported formats and size limits

To ensure the best performance, please observe the format and size rules:

• Main Document: Only files in .docx and .pdf formats.
• Attachments (Document clips): Supports a wide variety of formats, including: png, jpg, jpeg, pdf, doc, docx, xls, xlsm, xlsx, ppt, pptx, txt, mp3, mp4, mkv, msg, zip, 7z, tst, odt, eml, bin, json, gif, rar, nldata, nlflow, ods, csv, jfif, tiff, tif, p7s, xml, ogg, oga and wav.
   

Size Limits:

• Upload variable in the questionnaire that makes up the document (DOCX/PDF): Up to 70MB.
• Attachment variable in the questionnaire / Document attachments: Up to 100MB.
• New document / New document version: Up to 100MB.
   

❓ Frequently asked questions

• Does the new version of the document change the questionnaire answers? 
  No. Uploading an external version replaces the file, but does not automatically change the answers given in the original questionnaire. Therefore, it is essential to review it manually.
   
• Who can see the attachments I uploaded? 
  All users who have access to the document and have these permissions in their access profile.
   
• Can I upload an Excel file as the main document? 
  No. The main document only accepts .docx and .pdf. Excel files (.xlsx) must be inserted as Attachments.