Attach Files To Records
Put supporting files on the customer, project, finance, or document record where they belong.
Attachments make files visible in the workflow where people need them. A file can be useful in the file manager, but the best place for it is often the exact record it supports.
Attach files where the next reviewer will look first. A receipt belongs on the expense, a brief belongs on the project, and a signed supporting file belongs with the document or finance record it explains.
Where To Attach Files
Common attachment locations include:
- Contact or account records for customer-specific documents.
- Project records for briefs, deliverables, and handoff files.
- Tasks for task-specific references.
- Invoices and estimates for supporting documentation.
- Expenses for receipts.
- Documents for files that must be reviewed with a proposal, contract, or agreement.
Attach From A Record
- Open the record.
- Find the Files, Attachments, or upload area.
- Upload the file or choose an existing file when available.
- Confirm the file appears on the record.
The exact label can change by module, but the purpose is the same: keep the file beside the work it supports.
After attaching, refresh or reopen the record and confirm the file is visible to the people who need it.
If the file is customer-facing, open the related public link or preview where available. Confirm the attachment is visible only in the places your workflow expects.
Choose the Right Record
Attach the file to the record that owns the next action. If a file is needed for invoice review, attach it to the invoice or expense. If it explains project scope, attach it to the project or document. If it is a general customer file, attach it to the contact or account.
When in doubt, ask where the next teammate will look before they make a decision. That is usually the right place for the attachment.
Attach Receipts To Expenses
When creating or editing an expense, attach the receipt so finance reviewers can verify the amount, vendor, and purchase date without searching elsewhere.
Attach Files To Documents
Use document attachments for supporting material that should travel with a document, such as exhibits, statements of work, or reference files.
Attach Files To Projects And Tasks
Use project files for shared deliverables and task files for specific work items. This keeps project folders useful while still giving task owners the exact reference they need.
Version and Naming Tips
Use clear file names before uploading, especially for customer-facing or finance files. Include the customer, document type, and date when helpful.
If a newer version replaces an older file, remove or archive the outdated attachment where possible. Do not leave two similarly named files attached to a record unless both are intentionally needed.
For finance and legal files, keep the final signed or approved version clearly named. Drafts should not look like final supporting evidence.
Troubleshooting
If a teammate cannot see an attachment, check record permissions, module access, and whether the file was attached to a different record than expected.
If the wrong file was attached, remove it from the record and attach the correct version before sharing customer-facing links.
If a file appears in Files but not on the record, attach it from the record or move it to the workflow where users expect to find it. Uploading to the file manager alone does not always connect it to the business record.