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Choose a file type Max can read

Max attachments support PDF, PNG, JPEG, and plain text from Documents.

Updated 2026-11-11

Max’s attachment picker supports PDF, PNG, JPEG, and plain text. Documents can store other formats that do not appear as supported attachments for Max.

If the file you want is a spreadsheet or another unsupported format, prepare an appropriate supported export or ask the team about the best way to review it. Renaming the extension does not convert the contents into a supported file.

Upload the supported file to the correct company’s Documents, verify that it is saved and accessible, then return to Max and open Attach a file. Search for its filename and select it.

The picker also excludes records that are archived, replaced, outside the selected company, or unavailable for preview under your current access. Therefore an absent file is not always a format problem. Check those conditions before creating another copy. Add a written question explaining what you want Max to examine; selecting a file alone does not send a message or establish the task.

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