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Attach files to a record

Keep the signed copy, a receipt or a supplier invoice on the record it belongs to, so anyone can find it later.

Getting Started 4 steps 1:26 video Any user
Where to find it Any recordAttachments panel

Quotations, orders, invoices, bills, customers, vendors and most other records have an Attachments panel on the right. This example uses a customer.

Steps

  1. Open the record you want to attach a file to.
  2. In the Attachments panel, click the paperclip.
  3. In the Add Attachment window, click Choose File and pick the file from your computer. Type a short Note if you like, for example "Signed price list for 2026".
  4. Click Save. The file appears in Attachments, and Added attachment is written to the Logs.

Tip

Attach the evidence while you still have it: the signed delivery note, the supplier's invoice, the customer's purchase order.

What happens next

Plan the next action on the record: Schedule an activity.

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