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Attachments

From the Attachments tile on vendors, invoices, deposits, batches, projects, and grants, you can upload or link to files you want to attach to the record - such as images, PDFs, Word documents, Excel spreadsheets, and other files. Use the menu on the tile to edit and delete attachments.

Note: In the database view, you can attach files to vendors, projects, and grants on the Media tab of their records. If a file saved on the Media tab doesn't open correctly under Attachments, verify it looks OK in the database view and then reattach it to the record in the web view.

You can open an attachment or link by selecting the name, URL, or icon that appears on the tile. For attachments that are URLs, a new browser tab will open. For images, and any file type that your browser supports, a preview form will open loaded with the file contents. From this preview form, you can review the contents of the attachment and download it to your local environment. If your browser does not support previewing of the file content, clicking on the link will start a download of the file specified.

To attach a file, add it under Attachments on the record.

Tip: Currently, attachments have a 25 MB file size limit. If you need to attach a file over 25 MB, we recommend you save it in a cloud storage account such as Dropbox or Google Drive and then attach its link to the record in web view.

For each attachment, you can view details such as its name, date, file type and size.