# Files, dates, and limits

> Prepare an upload, check file limits, and choose matching dates when comparing reports.

Language: en-US. Product guide: https://agencymesh.app/help/files-dates-and-limits/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Check the limit for the task you are doing; E-Sign and Messaging accept different PDF sizes.

<span id="file-safety"></span>

## Choose an upload task

| Item | Guidance |
| --- | --- |
| Send PDFs for signing | [Standalone E-Sign](/help/e-signatures/#prepare-request). |
| Submit Workflow evidence | [Workflow uploads](/help/workflow-participant-experience/#participant-document-photo). |
| Send an attachment | [Send MMS](/help/sms-messaging/#sms-send-form). |
| Save a training document | [Training documents](/help/training-documents-and-scripts/). |

<span id="verified-upload-limits"></span>

## Check the file limit for your task

| Item | Guidance |
| --- | --- |
| Standalone E-Sign | PDFs: 90 MB combined per request. |
| Workflows | General Classic files and Process uploads: 25 MB per file. Classic embedded E-Sign PDFs: 90 MB. |
| Training Hub | One document PDF per version: 25 MB. Content and quiz images: 10 MB each. |
| Messaging | One required JPEG, PNG, or GIF up to 5 MB, or PDF up to 600 KB. |
| Photo Converter | HEIC, HEIF, or WebP: 25 MB per file; multiple files allowed. |
| Office tickets | Up to 10 JPG/JPEG, PNG, GIF, or WebP images per action; 10 MB each and 45 MB combined. |

<span id="upload-failure"></span>

## Fix a rejected file

Open the file locally to confirm it is readable. Convert it to the required format or reduce its size; changing the filename extension is not conversion.

If the first result was unclear, check for the saved file before uploading again. For repeated rejection, send support the task, file type, size, and exact error.

<span id="dates-time-zones"></span>

## Compare reports for the same period

Match **Start**, **End**, **Office**, and the date being measured. Creation, transaction, and upload dates can differ; timestamps near midnight can also cross dates between time zones.

**Call Report** allows today through 31 days before today. Use the [Reports index](/help/reports-index/) for other report instructions.

<span id="exports-retention"></span>

## Download the right version

Store downloads in your organization’s approved location.

| Item | Guidance |
| --- | --- |
| Standalone E-Sign | View details > Download Signed PDF, Download Certificate, or Download Original. |
| Classic Workflow | Use Signed PDF, Certificate, or Original on the task. |
| Process Workflow | Files > Download; check Staff only or Shared. |
| Reports | Use the report’s named export control and include its applied filters. |

## Related guides

- [Find and reconcile transaction records](https://agencymesh.app/help/transactions.md)
- [Start and follow a Workflow](https://agencymesh.app/help/customer-workflows.md)
- [Troubleshooting AgencyMesh](https://agencymesh.app/help/troubleshooting.md)