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Chat attachments let teammates share files inside a conversation.

Before attaching a file, confirm the conversation includes the right participants. A file inherits the practical visibility of the conversation where it is posted.

Attach a File

Open a conversation.
Select Attach.
Choose one or more files.
Wait for each file to upload.
Send the message.

Attachments can show queued, uploading, uploaded, or failed states before the message is sent.

Wait until the file finishes uploading before you send the message. If the upload fails, remove the failed attachment, confirm the file is the correct version, and attach it again.

If the attachment is important for a decision, add a short message explaining what the file is and what teammates should do with it. A file alone is easy to miss in a busy conversation.

Use chat attachments for context that belongs with the conversation, such as briefs, screenshots, signed files, receipts, exports, and customer-provided documents. Use the Files module when the file needs folder organization, versioning, public sharing, or reuse across multiple records.

Do not use chat as the only home for long-term project files, finance evidence, HRM documents, or customer deliverables. Add those files to the proper record or folder after the discussion if the team will need them later.

Sensitive Files

Be careful with files that include contracts, payroll details, credentials, customer exports, payment evidence, or private identity information. Use the smallest appropriate conversation and add the file to the correct record or folder when long-term access control matters.

If the file should only be seen by one owner or one department, do not post it in a broad team conversation.

Preview

Use preview when you need to quickly inspect a supported file. If preview is not available, download the original file.

Preview availability depends on the file type and whether the file is still available in storage. If preview fails but download works, use download and keep the conversation link as the record of where the file came from.

Download

Attachment download links may be secured and can expire. Return to the chat message if an old copied link no longer works.

Before forwarding an attachment outside your workspace, confirm the file does not contain private customer, finance, HRM, or credential data. Use a public file share link instead when you need expiry, password protection, or download limits.

If you downloaded an attachment for external sharing, verify the file is the latest version before sending it outside Agiled.

Attachment Review

Before relying on a chat attachment:

Check who uploaded it.
Check when it was uploaded.
Confirm the file name and version.
Read the surrounding message for instructions.
Move the file to Files, a project, a CRM record, or finance record if it needs to become part of the permanent record.

Troubleshoot Uploads

If an attachment does not send:

Check that the file is not empty or still open in another app.
Retry with a shorter file name if the original name contains unusual characters.
Compress very large files or upload them to Files first.
Confirm your role can send messages in the conversation.
Refresh the page if the upload remains stuck in a queued state.

Chat Attachments