Files Guide

Files let you attach documents and other assets to records in the platform. A file might be a signed contract attached to a listing, an ID document attached to a contact, or a set of instructions attached to a task. Files are stored securely and count towards your organization’s storage allowance.

Where Files Live

Files are attached to individual records rather than stored in a single central library. You can attach files to:

Contacts
Listings
Viewings
Tasks
Events

To access files for any record, open the actions menu on that record and choose View files (or Files depending on where you are). This opens the file manager scoped to that specific record.

The Files List

The files list shows all files attached to the record you are viewing. Each file displays its name, format, size, and the date it was uploaded.

Use the search box to filter files by name. Columns can be sorted by name, format, size, or upload date.

Uploading a File

Click Create to open the upload dialog. Select the file you want to upload from your device.

Maximum file size: 10 MB
There is no restriction on file type — documents, images, spreadsheets, presentations, audio, video, CAD files, and many other formats are all supported.

The amount of storage available for uploads depends on your organization’s subscription plan. If you are running low on storage, the files page will display a warning.

Downloading a File

Click Download file from the actions menu next to any file. This opens a secure download link in a new window. Download links expire after 20 minutes for security reasons — if your link has expired, simply click download again to generate a fresh one.

Renaming a File

Click Edit file from the actions menu. You can update the file’s display name (up to 50 characters). Renaming a file does not alter its contents or its extension.

Deleting a File

Click Delete file from the actions menu. This action requires confirmation and cannot be undone. Files are also automatically deleted if the record they are attached to is deleted.