Attachments
Attachments let you store files alongside your CRM records — contracts, proposals, receipts, or any document you need to reference later.
Uploading a file
Section titled “Uploading a file”- Open a contact, deal, or invoice detail view
- In the Attachments section, click Upload
- Select a file from your computer
- The file uploads immediately and appears in the list
What you can attach files to
Section titled “What you can attach files to”| Entity | Use case |
|---|---|
| Contacts | Contracts, ID documents, signed agreements |
| Deals | Proposals, scope documents, competitor analysis |
| Invoices | Receipts, purchase orders, proof of delivery |
Viewing attachments
Section titled “Viewing attachments”Each attachment shows:
- Filename
- File type (PDF, image, document, etc.)
- File size
- Upload date
Click on an attachment to download it.
Deleting attachments
Section titled “Deleting attachments”Click the delete icon on an attachment to remove it. You’ll be asked to confirm before it’s deleted.
- Upload signed contracts to the contact’s record so they’re always easy to find
- Attach proposals to deals to keep everything in context
- Use clear filenames — “Acme-contract-2026.pdf” is better than “document.pdf”