Attach files to records

A file is easiest to find on the record it belongs to: the receipt on the expense, the brief on the project, the contract on the client.

Where files goCopy Anchor Link

• Contacts and accounts: client documents, on the record's Files tab.
• Projects: briefs, assets and deliverables, on the Files tab.
• Tasks: references for that one piece of work.
• Expenses: receipts.
• Invoices, estimates and documents: supporting files that travel with them.

Add files to a contact or accountCopy Anchor Link

1. Open CRM › Contacts or CRM › Accounts and select the record.
2. Open the Files tab.
3. Upload the file, or create a folder first to group several.

You're done when the file is listed on the record's Files tab.

The tab works like a small file manager for that client: you can rename and move files and folders, archive files and restore them from the archived view, or delete them. Deleting asks you to confirm because it can't be undone.

Good to knowCopy Anchor Link

• On a project shared with a client, each project file has a Clients see this or Team only switch. See Share project work with clients.
• A file uploaded only to Files isn't linked to a record. Upload it from the record when people will look for it there.
• When a newer version replaces an old attachment, archive or remove the old one so nobody sends the wrong copy.

RelatedCopy Anchor Link

• Attach receipts to expenses
• Document attachments
• Upload, organize and find files