You can upload or link files as attachments. This includes files or links to images, PDFs, Word documents, or Excel spreadsheets.

Note: In the database view, 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 in the database view and then reattach it to the record in the web view.

After you save an attachment, to open it, select the name, URL, or icon. For URL attachments, a new browser tab opens. For images, and any file type that your browser supports, a preview opens to display the file contents. From this preview, you can review and download to your local environment. If your browser does not support previewing the content, select the link to download the file.

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 the link.

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