Plan Availability | All plan types with varying limitations |
Permissions | Members: Can attach, view, and download files in SmartDocs. |
Related Reading |
SmartDoc fields aren't just for text; you can add a wide variety of multimedia content. One of the most useful capabilities is their ability to accept file attachments directly in-line with other information. This allows members to access images, documents, and more.
Why Would I Want to Attach Files to My SmartDoc?
There are countless scenarios where attaching documents in-line to a SmartDoc would be helpful. Here are a few examples:
Attach onboarding documents to a member's HR record.
Add schedules or other planning documents to a project record.
Include technical specifications or design documents to a software development tracker.
Store files sent by customers in a support record.
Attaching Files in SmartDocs
Adding a New File Attachment
You can add file attachments to a SmartDoc in two ways:
Using the slash-command menu.
Dragging and dropping files directly into the SmartDoc field.
Add from the Slash-Command Menu
Follow these steps to add a file attachment via the slash-command menu:
Type a
/character at the start of a new line or after a space.Type "insert attachment" or select it from "The Basics" section in the menu.
Click Insert Attachment.
You will then see the file chooser interface:
Four Ways to Add Your File(s):
Drag and drop files into the "Select Files..." window: Simply drag your file (or multiple files) and drop them anywhere in the upload window.
Use the file icon (+): Click to open your operating system's file chooser. Navigate to the file(s) you want and select them.
Dropbox Integration: Click the Dropbox icon. Log into your Dropbox account, then select files to attach.
Google Drive Integration: Click the Google Drive icon. Log into your account, then select your desired files.
Add by Drag-and-Drop
You can also drag a file directly from your desktop or file browser onto the SmartDoc field. The attachment will appear at the dropped location with its original file name (including the file extension).
Here’s how it will look:
Note: If you drag an image file (e.g., .GIF, .PNG, .JPG), it will display as an image. To display it as a file name, use the slash-command method.
Downloading an Attachment
To download an attachment:
Click the file name. It will start downloading through your browser, typically displayed in the browser footer.
Deleting an Attachment
To remove an attachment:
Highlight the attachment and press the Delete key.
Backspace over the file name.
Place the cursor immediately behind the file name and hit Delete.
Practical Scenarios and Use Cases
1. HR Records Management
Scenario: HR needs to attach onboarding and policy documents to employee profiles.
Solution: Attach files like offer letters, training materials, and compliance policies directly to each member's SmartDoc field.
2. Project Collaboration
Scenario: A project team requires a centralized place for schedules and task documentation.
Solution: Add project plans, Gantt charts, and task lists as attachments to the shared SmartDoc.
3. Customer Support
Scenario: Support teams handle customer files, such as screenshots or issue reports.
Solution: Drag-and-drop customer files into the relevant SmartDoc to maintain a complete record.