Attachments

Managing Attachments

Stay organised and productive on the go with the Attachments tab in the mobile app. Easily view, search, upload, and manage files across your work, with attachments displayed in a clear folder structure and enriched with key details for quick reference. Navigate, search, and interact with important documents wherever you are, with a seamless experience aligned across mobile and web.

Attachment visibility and actions are permission-controlled. User permissions are inherited from the web app and consistently observed across mobile, ensuring you only see and interact with attachments you have access to.

In this guide, you can:

View Attachments (including which objects support attachments)

Navigate to a work object by tapping More > Companies.

In this example, we will use a Company.

(Please note: Attachments are available on Companies, Contacts, Sales, Projects, Tickets and Retainers)
Search for or tap a company from the list.
Swipe across the page headers until you reach the Attachments tab.
Under the Attachments header, you will see the attachment structure for the company, including:
- The folder for the selected work object
- The Common folder
From this view, you can:
- Use the search bar to search for attachments by name.
- Tap a folder to drill into it
- Tap the kebab menu (⋮) next to a folder to add an attachment, rename the folder, or delete the folder
Tap the work object folder and continue drilling down until you see a list of files.
Tap a file to open the attachment.
From the file view, you can:
- Download the attachment
- Tap the back arrow to return to the previous folder

Add attachments

Navigate to the Attachments tab or drill into a folder, as described in the previous section.
From either screen, a + icon will be displayed at the bottom of the screen.
Tap the + icon to open the attachment actions menu, which includes the following options:
- Upload from gallery
- Take a picture
- Upload an attachment
- Create a folder
Select one of the options to add or create content within the current attachment location.
The options and steps for each are as follows:
Upload from gallery
- Tap Upload from gallery from the attachment actions menu.
- Select an existing image or file from your device’s gallery.
- Once selected, the file will upload automatically.
- A success or error message will be displayed to confirm the outcome.
Take a picture
- Tap Take a picture from the attachment actions menu.
- If prompted, allow the app access to your device’s camera.
- Capture a photo using your device’s camera.
- Once confirmed, the photo will upload automatically.
- A success or error message will be displayed to confirm the outcome.
Upload an attachment
- Tap Upload an attachment from the attachment actions menu.
- Select a file from your device, such as a document or PDF.
- The file will upload to the selected folder or work object.
- A success or error message will be displayed to confirm the outcome.
Create a folder
- Tap Create a folder from the attachment actions menu.
- Enter a name for the folder.
- Tap Save to create the folder.
- A success or error message will be displayed to confirm the outcome.

Create folder

Navigate to the Attachments tab or drill into a folder, as described in the previous section.
From either screen, a + icon will be displayed at the bottom of the screen.
Tap the + icon to open the attachment actions menu, then tap Create folder.
Enter a name for the folder.
Tap Save to create the folder.
The folder will be created at the level where the action was performed.

For example, if you have drilled into a subfolder, the new folder will be created within that subfolder.
A success or error message will be displayed to confirm the outcome.

Delete attachment

Navigate to the Attachments tab, as described in the previous sections.
Drill down into the folder containing the file you want to delete.
In the list, locate the file. The file name and file type will be displayed.
Tap the kebab menu (⋮) next to the file.
Tap Delete attachment.
A confirmation message will be displayed:
- Tap Yes, Delete to confirm and delete the file
- Tap No, Cancel to exit without deleting
A confirmation message will be displayed if the deletion is successful.

Delete folder

Navigate to the Attachments tab, as described in the previous sections.
Drill down to the location containing the folder you want to delete.
In the list, locate the folder. The folder name will be displayed.
Tap the kebab menu (⋮) next to the folder.
Tap Delete folder.
A confirmation message will be displayed:
- Tap Yes, Delete to confirm and delete the folder
- Tap No, Cancel to exit without deleting
A confirmation message will be displayed if the deletion is successful.

Download attachment

Navigate to the Attachments tab, as described in the previous sections.
Drill down into the folder containing the file you want to download.
In the file list, locate the file. The file name and file type will be displayed.
Tap the kebab menu (⋮) next to the file.
Tap Download attachment.
The file will be downloaded and made available in your device’s file manager.

Rename attachment

Navigate to the Attachments tab, as described in the previous sections.
Drill down into the folder containing the file you want to rename.
In the file list, locate the file. The file name and file type will be displayed.
Tap the kebab menu (⋮) next to the file.
Tap Rename attachment.
Enter the new file name for the attachment and tap save.
A success or error message will be displayed to confirm the outcome.

Rename folder

Navigate to the Attachments tab, as described in the previous sections.
Drill down to the location containing the folder you want to rename.
In the list, locate the folder. The folder name will be displayed.
Tap the kebab menu (⋮) next to the folder.
Tap Rename folder.
Enter the new name for the folder and tap save.
A success or error message will be displayed to confirm the outcome.