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Version: 8.2

Use external files storages

Level: intermediate

Reduce the size of the database and maintenance by integrating external file storages into Creatio. By default, all files uploaded to Creatio are stored in the database. After connecting to an external file storage, files uploaded to Creatio will be automatically saved to the storage. That includes files uploaded to the Attachments detail via the UI, the mobile app, a business process, files attached to emails, etc. Learn more: API for file management (developer documentation).

Out of the box, the following file storage integrations are available in Creatio:

Creatio can be integrated with custom file storage. To do this:

  1. Deploy external file storage. Learn more in the official vendor documentation.
  2. Implement file storage in Creatio using file management API. Instructions: Implement a file content storage (developer documentation).
  3. Open the Lookups section. To do this, click in the top right → System setupLookups.
  4. Open the File content storages lookup.
  5. Create a new record.
  6. Fill out the storage parameters based on your business goals.
  7. Save the changes.

The setup details differ based on the parameters of the chosen file storage.


See also

API for file management (developer documentation)

Set up S3 file storage integration

Set up Azure Blob file storage integration

Migrate files between database and external file storages