Drag & Drop and Multi-file Uploads

We made an improvement to Insightly recently to make it easier to upload files into your projects, opportunities, contacts and organizations. Previously in Insightly you could only upload one file at a time, but with modern browsers now supporting drag and drop file operations and multi-file uploads - we've re-engineered our upload system to make uploading easier.

Drag and drop uploading works in Google Chrome, Firefox 4+, and Safari 5+. IE does not support this feature, but like the others browsers it does support multi-file uploads also described below.

Drag and drop file uploads

You can now drag files to your computer onto the page of individual contacts, organizations, opportunities or projects in Insightly, and you will be asked if you wish to upload these files. If you click the OK button, your browser will start uploading the files to Insightly and a small indicator will be shown until the files have finished uploading and are displayed under the files tab.

Drag files from your computer onto any contact, organization, opportunity or project.

You will be asked if you wish to upload the files.

Your browser will upload the files to Insightly.

Your files will be automatically uploaded to Insightly.

Multi-file Uploads

Insightly now also supports multi-file uploads, allowing you to select multiple files at once to upload all in one batch, rather than having to upload each file individually.

To upload multiple files at once, just click on the 'Add New Files' link under the Files tab, and you can now select multiple files using your mouse of keyboard. These files will then be uploaded to Insightly in one batch, saving you time.