Files

The Files feature lets you attach documents to your contracts and records — signed agreements, certificates, attachments, correspondence, or any other file relevant to your business.

Storage availability by plan

File storage is not available on the Free plan. To upload and store files, you need a paid plan:

Plan	Storage included
Free	No file storage
Starter	10 GB
Pro	100 GB

If you are approaching your storage limit, you will see a warning in the app. Upgrading your plan increases your storage allowance immediately.

Uploading a file Starter+

Files are uploaded in the context of the record they belong to — for example, from within a contract.

1. Open the contract (or other record) you want to attach a file to.
2. Click Upload file or drag and drop a file onto the upload area.
3. A progress bar shows the upload status. Wait for it to reach 100% before closing the page.
4. The file appears in the record's file list once the upload is complete.

There is no restriction on file type. You can upload PDFs, Word documents, images, spreadsheets, and any other file format.

Viewing and downloading files Starter+

Attached files appear in a list within the record they belong to. Each entry shows the file name and the upload date. Click on a file name to download it to your device.

Deleting files Starter+

Click the delete icon next to a file and confirm the deletion. Deleted files are removed permanently and cannot be recovered, so check before you delete.

A note on storage usage

Your storage usage is the total size of all files across all your records combined. You can see your current usage in your account settings. Deleting files frees up storage space.