How to upload documents to the knowledge base
Copper CRM does not have a native knowledge base. The official workaround is to attach files from Google Drive directly to Contact, Company, or Opportunity records. The process requires an active Google Drive account and takes around 15 minutes to set up the first document. In Teeo, you just attach the file in the chat.
How to do it in Teeo
“Upload this document to the knowledge base [PDF attached]”
The document is indexed in the knowledge base and the assistant can search and cite its content.
How to upload documents to the knowledge base in Copper: step by step
Requirements
- ·Copper CRM has no native knowledge base. There is no centralized section to manage reference documents accessible to the entire team.
- ·The official workaround is to use Google Drive and link files to specific records (Contacts, Companies, or Opportunities) within Copper.
- ·Files attached in Copper are not globally searchable; they only appear on the record they are linked to.
- ·Requires an active Google Workspace account with access to Google Drive.
Log in to Copper
Go to app.copper.com and sign in with your Google Workspace account. Google Drive integration will be available automatically if you have an active Google Workspace account.
Navigate to the record where you want to attach the document
Go to Contacts, Companies, or Opportunities in the sidebar and open the relevant record. For example, if the document applies to a specific client, open that contact.
Locate the 'Files' section within the record
In the record detail view, scroll down to find the 'Files' section. This section shows documents attached to the record and lets you add new ones.
Click 'Add File' or 'Attach from Google Drive'
Inside the Files section, click the 'Add File' button. Copper will show options to upload from your computer or link from Google Drive.
Select 'Google Drive' as the source
Choose the 'Google Drive' option to link an existing file. The Google Drive file picker will open with access to your documents and folders.
Search for and select the document in Google Drive
Use the search bar or browse through folders in the Google Drive picker to find the PDF or other file you want to attach. Click the file to select it.
Confirm the file link
Click 'Select' or 'Insert' to confirm. The Google Drive file will be linked to the Copper record and appear as a link in the Files section.
Verify the file appears on the record
Confirm the document appears in the record's Files section with its name, type, and date. Clicking it will open it directly in Google Drive.
Repeat the process for other records if applicable
If the document needs to be available on multiple records (for example, a technical sheet for several clients), you must repeat the linking process on each record separately.
Share the Google Drive link with the team as a centralized alternative
For the document to be globally accessible to the team without being tied to a single record, create a shared Google Drive folder called 'Knowledge Base' and share it with all team members. Then link that folder from the relevant records in Copper.
Frequently asked questions
Does Copper CRM have a native knowledge base?
No. Copper CRM does not include a native knowledge base. The official alternative is to use Google Drive to store documents and link them to individual records (Contacts, Companies, or Opportunities) in Copper through each record's 'Files' section. There is no centralized document view globally accessible from Copper.
How do I attach a PDF to a contact in Copper?
Open the contact record in Copper, scroll to the 'Files' section, and click 'Add File'. You can choose to link a file from Google Drive or upload one from your computer. Google Drive files are linked as shortcuts; directly uploaded files are stored in Copper.
Can all team members see files attached to records in Copper?
Files attached to a record in Copper are visible to any user with access to that record. However, there is no global view of all files in the account. For a document base accessible to the entire team, the recommendation is to create a shared Google Drive folder and link it from Copper.