News / File attachments & document storage

File attachments & document storage

Data rarely lives alone. A customer has a signed contract, a product has a photo, a job has a spec sheet. This release lets your records hold those files directly, so the document and the data finally live in the same place.

What's new

  • File fields — attach one or many files to any record. Upload from your computer or drag them straight in.
  • Inline preview — open text and common file types right in the record without downloading them first.
  • Connected storage — files are stored in your own S3 bucket or FTP server, so you keep full ownership and control.

Why it matters

Storing files next to their record ends the scavenger hunt across shared drives and email threads. When you open a customer, you see their contract. When you open a job, you see its photos. No naming conventions to remember, nothing to keep in sync by hand — and because the files live in your own storage, they're yours to move any time.

See how it works on the features page.