Attachments tied to records — upload, preview, and download from the row or browse all files from the Files app home.
| Key | Details | |
|---|---|---|
| ACME-1 | Acme Corp · Enterprise deal | |
| ORLN-1 | Orion Labs · Expansion | |
| BLRG-1 | Blue Ridge Co · Pilot | |
| NWIN-1 | Northwind LLC · Renewal | |
| VTX-1 | Vertex Studio · New lead |
Contracts and deliverables live in shared drives with folders that do not match CRM record IDs.
Files integration on every record plus a Files app listing all attachments across the workspace — search and open the parent record from one place.
Deep capabilities teams use from day one — not a lightweight add-on.
Upload from the record drawer.
Standalone home across workspace.
View common formats without download.
If you see the record, you see its files.
Several attachments per row.
Jump from file list to source record.
Documents on the row — not orphaned in Drive.
Integration app with global catalog home.
| Key | Details | |
|---|---|---|
| ACME-1 | Acme Corp · Enterprise deal | |
| ORLN-1 | Orion Labs · Expansion | |
| BLRG-1 | Blue Ridge Co · Pilot | |
| NWIN-1 | Northwind LLC · Renewal | |
| VTX-1 | Vertex Studio · New lead |
Files enabled on integrated apps by default.
Lead, project, or task.
Drag files into Files block.
Teammates open same row for files.
Files app for cross-workspace search.
Real scenarios where teams run this feature every week.
PDF proposals on the lead row.
Design exports on project records.
Signed contracts on employee rows.
Attachments tied to records — upload, preview, and download from the row or browse all files from the Files app home.
