---
schema_version: "1"
id: a93ffb9c289db3220eab6cf3716ab83dbeecbea49e7f998f5ae5afce36cd5578
title: Upload and Replace Items on the Documents Tab
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/docs_upload.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.docs_upload.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7d7d1f7b18c1c9d673d395b6e10c3464ce0190b940400ad3642482bdefeae84d
description: You can store documents and images on the Documents tab without attaching them to records. You can then use these items in your Salesforce org, such as when creating an email template.
products:
  - Experiences
release: "264"
---
# Upload and Replace Items on the Documents Tab

You can store documents and images on the Documents tab without attaching them to records. You can then use these items in your Salesforce org, such as when creating an email template.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d12512e61">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12512e61 ">To upload new documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12512e61 ">Create on documents</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12512e61 ">To replace documents:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12512e61 ">Edit on documents</td>

          </tr>
        </tbody>
      </table>

1. On the Documents tab, click **New Document**, or on the documents home page, click**New** next to Recent Documents. If you do not have a New Document option, check if you have the correct permissions.
2. On the Upload New Document page, specify a descriptive document name. If you want to use the file name, leave this field blank. The file name appears when you upload the file.
3. If you have the “Customize Application” permission, enter a unique name to be used by the API and managed packages.
4. Select one of the following.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d12512e121-option" id="d12512e125">Indicate Document is Internal</th><td style="vertical-align:top;" headers="d12512e121-desc d12512e125">When checked, a flag is added to the document indicating that document viewers should not share the file outside of the organization. Checking this box does not expressly enforce any security rules.</td></tr><tr class=""><th style="vertical-align:top;" headers="d12512e121-option" id="d12512e134">Externally Available Image</th><td style="vertical-align:top;" headers="d12512e121-desc d12512e134">If the document is an image, such as a logo, that's not confidential. The image will be available from HTML email templates without requiring a Salesforce username and password. It can be used as a custom tab icon or custom app logo, which do require a Salesforce username and password to view. You can also display the image as a custom logo in meeting requests</td></tr></tbody></table>
    
    The **Indicate Document is Internal** and **Externally Available Image** checkboxes are mutually exclusive; you cannot select both.
5. Select a folder for the document.
6. Enter a description to use later as search criteria.
7. Enter keywords that you can use later as search criteria.
8. Select a document or path option.
    
    - To upload a document, click **Browse**, choose the file, and click **Open**.
    - To store a link to the document, enter the location of the document. Enter a path and file name or a URL such as: C:\\Quotes\\quote.doc, \\\\Server\\Departments\\Marketing\\logo.doc, or https://salesforce.com.
9. Click **Save**.

To refer to this document using its URL, right-click the image and copy its URL address. When you use the URL, you reference the copy of the image on the Salesforce server.

- Documents stored as links cannot be attached to emails, but they save space in your document library.
- If your administrator enables document content search, Salesforce also performs a full-text search of the document. When a new document is uploaded or an old one is replaced, its contents are available for searches.
- Salesforce stores the most recent upload date as the modified date.
- You can upload documents that have file names of up to 255 characters, including the extension.
- The size limit for any document you upload is 255 characters. The maximum size for a custom-app logo is 20 KB.
- Your organization’s used file storage includes all files stored in the document library.
- If the Don't allow HTML uploads as attachments or document records security setting is enabled for your organization, you cannot upload files with the following file extensions: .htm, .html, .htt, .htx, .mhtm, .mhtml, .shtm, .shtml, .acgi, .svg.

## Replace a Document

1. Display the document you want to replace.
2. Click **Replace Document**.
3. Select a document or path option.
    
    - To upload a replacement, click **Browse**, choose the file, and click **Open**.
    - To store a link to the replacement, enter the location of the replacement. Enter a path and file name or a URL such as: C:\\Quotes\\quote.doc, \\\\Server\\Departments\\Marketing\\logo.doc, or https://salesforce.com.
4. Click **Replace Document**.