File Fields

File fields attach documents, images, PDFs, and other files to records.

File field on record

Storage

New accounts use managed S3-compatible storage. You can connect your own S3 bucket or FTP storage from integrations when needed.

Good uses

  • Proposals and contracts
  • Receipts and invoices
  • Project images
  • Uploaded files from web forms

Notes

File fields store references in the database and the file content in configured storage. Keep workspace storage configured before relying on file uploads.