File Attachments

Attach files directly to deals, QBRs, accounts, touchpoints, and leads.

Where Attachments Live

Attachments are available on the following records:

• Deals — proposals, MSA drafts, pricing sheets
• QBRs — slide decks, executive summaries, performance reports
• Accounts — in the Activity tab
• Leads — assessment notes, discovery call recordings
• Touchpoints — meeting notes, email attachments

Uploading Files

In any Attachments section, you can upload files by:

• Clicking Attach file and selecting from your computer
• Dragging and dropping files directly onto the upload zone
• Selecting multiple files at once — they all upload in parallel

Files are uploaded to secure S3 storage. Access is tenant-scoped — only users in your organization can view or download attachments.

File Limits

• Maximum file size: 50 MB per file
• Allowed types: PDF, Word, Excel, images (PNG/JPG), CSV
• Blocked types: executables, scripts, and other potentially harmful file types

Downloading & Deleting

Hover any attachment to reveal the download and delete buttons. Downloading opens the file in a new browser tab via a secure presigned URL. Deleted files are removed immediately from storage.