Attachments

Attachments let you keep supporting files with the record they explain. Use them for receipts, contracts, identity documents, delivery evidence, and other business files.

Steps

Open the relevant record.
Open Attachments, Supporting documents, or the record's document area.
Select Upload, Browse files, or drag a file into the upload area where available.
Wait for the upload to finish before leaving the page.
Open the preview to check the file, or choose Download to keep a copy.
Remove a file only when you are sure it is no longer needed; deletion may be permanent.

SolaBooks supports previews and receipt scanning on eligible plans. SolaProjects documents are knowledge records rather than file uploads; task attachments are supported there. SolaStock supports item, warehouse, and document media in the relevant pages. SolaFone supports device photos and repair attachments.

If upload is disabled, check the file type, size, plan, and your role. Never place real customer or employee data in public documentation or shared examples.