Files and links can be attached to a client, project, task, proposal, contract or invoice, so reference material sits with the record it belongs to.
Attaching a file or link
- Open the record and go to its Resources section.
- Click Upload to attach a file, or Add link to attach a URL.
- For a link, paste the URL; the title is fetched automatically and can be edited.
A resource is either an uploaded file or a link. Links are recognised from common tools including Google Drive, Dropbox, OneDrive, SharePoint, Figma, Canva, Loom, GitHub, Notion and YouTube, as well as any plain URL.