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SmartDoc Feature: File Attachments

Attach files to a SmartDoc from your computer, Dropbox or Google Drive, and download or remove them.

Written by Peter Novosel

A SmartDoc accepts file attachments in line with its text, inserted from the slash command or dropped onto the document. Files can come from your computer, Dropbox or Google Drive, and readers download them by selecting the file name.

Plan Availability

All plan types. Attached files count toward the workspace storage limit: 50 GB on Team, 100 GB on Professional, 500 GB on Enterprise and Signature.

Permissions

Members: attach, view and download files in SmartDocs they can edit.

Platform

Web

Related Reading


Why attach files to a SmartDoc?

  • Onboarding documents on a member's HR record.

  • Schedules and plans on a project record.

  • Specifications and designs on a development tracker.

  • Files a customer sent, on the support record.

A SmartDoc with two file attachments listed in line with the text

How do I attach a file from the slash command?

  1. Type / at the start of a new line or after a space.

  2. Type insert attachment, or select it from The Basics section.

  3. Select Insert Attachment.

The slash-command menu with Insert Attachment selected

The file chooser opens.

The file chooser dialog with the drop area, the file icon and the Dropbox and Google Drive options

  • Drag and drop one or more files into the Select Files window.

  • File icon (+): pick the files from your computer.

  • Dropbox: select the Dropbox icon, sign in and choose the files.

  • Google Drive: select the Google Drive icon, sign in and choose the files.

The Dropbox file picker opened from the file chooser

The Google Drive file picker opened from the file chooser

How do I attach a file by drag and drop?

Drag the file from your desktop or file browser onto the SmartDoc. The attachment appears where you drop it, with its original file name and extension.

A SmartDoc with a file dropped onto it, shown by its file name

Note: An image file (GIF, PNG, JPG) dropped onto the SmartDoc is displayed as an image. To show it as a file name, insert it from the slash command instead.


How do I download an attachment?

Select the file name. The browser downloads the file and shows it in its download bar.

A file attachment in a SmartDoc with the browser download shown

How do I delete an attachment?

  • Select the attachment and press Delete.

  • Backspace over the file name.

  • Place the cursor after the file name and press Delete.

Last verified 22 Oct 2026.

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