How to upload files in the portal

Uploading files through the portal keeps everything attached to the right project and available to the whole team. It also avoids email attachment limits.

Uploading to a project

  • Sign in at crm.zylax.com.my and open Projects.
  • Open the relevant project and go to its Files area.
  • Use the upload control, select your files, and wait for each to finish before navigating away.
  • Add a short note on the project discussion saying what you uploaded, so it is not missed.

Naming files well

File names are the fastest way to tell us what something is. "homepage-copy-final.docx" and "showroom-exterior-1.jpg" need no explanation. "final2.docx" and "IMG_0912.jpg" mean a round of questions. Where images belong on specific pages, say so in the note.

What to send in which format

  • Text. Word or Google Docs, editable, not PDF or screenshots.
  • Images. Original full resolution JPG or PNG.
  • Logos. Vector formats such as AI, EPS or SVG.
  • Many files at once. A single ZIP is fine, with a note on what is inside.

Large files

Uploads have a size limit. For a large photo library or a video, share a cloud folder link on the project discussion instead, and keep the link active until we confirm we have downloaded everything.

If an upload fails

  • Check the file size and try one file at a time.
  • Avoid special characters and very long file names.
  • Retry on a stable connection. A dropped mobile connection mid upload is a common cause.

Credentials and sensitive documents

Do not put passwords into a plain text file in a shared folder. Ask us and we will tell you the safest way to pass credentials for your situation. Change any shared password once the project is complete.

If a file will not upload, reply to your email thread or write to [email protected] and we will find another route.

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