Builder & Pro
Attachments
Link important files and documents to your contacts. Keep everything in one place.
What it does
Attachments let you link files or external storage links to contact records. PDFs, documents, or links to files stored elsewhere — they stay connected to the right person or company.
It's used for reference and organization. Contracts, proposals, meeting notes, or anything you need to keep associated with a contact.
Contact: Sarah Johnson
Attachments
Contract_2024.pdf
PDF • Jan 12
Meeting_Notes.docx
Document • Jan 8
Proposal_Draft.pdf
PDF • Dec 20
UI examples shown are illustrative only and may not reflect the exact appearance of the live application.
Your choice of complexity
Use it simply, or unlock advanced features. No pressure either way.
Keep it simple
How simple it can be
Attach file links to contacts
Keep documents organized by person
Quick reference when you need it
Go advanced
How advanced it can be
This feature is intentionally simple
You attach files or links to keep important documents connected to the right contact
There's no advanced workflow layer here by design
Who would use this
Consultants tracking project documents
Sales teams with contracts and proposals
Service providers with client files
Anyone who needs documents connected to contacts
Ready to try it?
Start for free and explore this capability in your own workspace.