Documents & Files

NextGen lets you upload, browse, and manage documents across the platform. Attach files to tickets, tasks, and contacts, or manage company-wide documents through the document management module.

Attaching Files to Tickets & Tasks

You can attach files to any ticket, task, or contact. Supported formats include:

Format	Types
Documents	PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx)
Images	PNG, JPG, GIF, SVG
Archives	ZIP files
Other	Text files, CSV, and more

How to Upload

Open the item

Open the ticket, task, or contact you want to attach a file to.

Click Attach or drag and drop

Click the Attach File button or drag and drop files directly into the page.

Wait for upload

The file uploads automatically. A progress bar shows the upload status.

File Size Limit

Each file can be up to 25 MB. If your file is larger, consider compressing it or splitting it into multiple files.

Previewing Files

Click on any attached file to preview it directly in the browser — no need to download first. NextGen supports inline preview for:

PDF files — Full document viewer with page navigation
Images — View with zoom and rotation
Word documents — Rendered preview of .docx files
PowerPoint — Slide-by-slide preview
Excel — Spreadsheet preview with sheets

Downloading Files

Click the Download button on any file to save it to your computer. You can also print files directly from the preview.

Company Policy Documents

Go to Policy Docs in the sidebar to access company-wide documents. The Company Policy Documents page lets you access company documents, policies, and guidelines shared across your organization.

Policy Documents Interface

The interface includes:

Search — Use the search bar to find documents by title
Filter tabs — Switch between All Documents, System Policies, Terms of Service, or other categories
Document list — Each document shows its title, category tag, version count, last updated date, and unread status
Version selector — Use the version dropdown (e.g., Latest: v1) to view different versions of a document

Common document types include:

Company policies
Standard operating procedures (SOPs)
Terms of Service
Training materials
Compliance documents

Company Policy Documents interface with search, filter tabs, and document list

Document Types

Administrators can create document types to categorize files:

Contracts
Invoices
Reports
Policies
Custom types

File Sync (Admin)

Administrators can configure automatic file synchronization with an external SFTP server. This keeps company documents in sync between NextGen and your file storage system.

Tip

Use the search function to quickly find documents by name or type. You can also filter documents by category and date.