Attaching to Documents
Keep a file with the transaction it belongs to. It stays on the document, and it shows up in Files with the document's number.
Navigate to: any document form → add the Attachments field
A signed delivery note belongs with the invoice, not in a general pile. Attaching it puts it in both places at once: on the document, and in the Files list with that document as its Source.
Adding the field
Attachments is an optional field: it is not on the form until you add it from the optional-field pills at the bottom of the form. Add it and the picker appears; remove it and the files you had chosen come off with it.
| Element | Detail |
|---|---|
| The zone | "Drop files here or click to upload", with "Max 10MB per file" beneath it. |
| The list | Each chosen file with its size and a ✕ to remove it before you save. |
| Adding more | Once files are listed, the zone is replaced by an add button — the list stays visible. |
| Too large | "<name> exceeds 10MB limit" — the file is not added, and the others are kept. |
Files are stored when the document is saved, not when you pick them. Leaving the form without saving leaves nothing behind.
Where else attachments are accepted
| Surface | Shows in Files as |
|---|---|
| Any document form — invoice, bill, receipt, credit note, purchase order and the rest | Source: the document type · Reference: its number |
| A manual journal | Source: Journal · Reference: the journal number |
| A payment request | Source: Payment Request · Reference: the request number |
| A bank statement import | Source: Attached · Reference: Bank |
On the saved document
A saved document shows its attachments in their own section, which is only rendered when there is at least one — a document with no attachments carries no empty card. Downloading from there does exactly what downloading from Files does.
An upload made in Files has no document to name, so it reads Import in both Source and Reference and can only be found by its filename. An attachment carries the document number with it for the rest of its life, which is what you will actually search by later.
Related
- Where files come from — all five origins
- What you can upload — the 10 MB ceiling and the type rules
- Uploading files — when there is no document to attach to