Attach and replace documents

Attach a document to the record it supports so the person handling the deadline can find the source information.

Add an attachment

1. Open the record from any view.
2. Find Documents and select Attach a file.
3. Choose a supported file and wait for the upload to finish.
4. Check that it appears on the record before closing the panel. If an upload fails, use the error and retry controls.

You can also create a record through Add record > From document. That route includes AI parsing and review.

Upload limits

Route	Files	Maximum size
Regular record attachment	Supported PDF, image, Office and other document formats shown in the picker	10 MB per file
AI parsing	Supported PDF or image, including PNG, JPG and WebP	12 MB
External document request	PDF, PNG or JPEG	3 MB

These routes have different limits. A supported attachment is not necessarily a supported AI parsing format.

Replace a document while retaining the old one

For an externally submitted update, review the file in Request a document and choose whether approval attaches an additional file or replaces an existing one. An approved replacement keeps the prior file labelled Replaced, preserving context for renewal evidence.

Use Extract dates with AI on a supported attached file to review suggested dates. Uploading or approving a file alone does not confirm its dates, renew a record or complete an obligation.

Downloads and removal

Download a current or retained attachment from its record. Deleting a file requires confirmation. History may retain that the file existed, but cannot recreate deleted bytes. Export an evidence pack before removing information you need to keep.

Access

Attachments are private to the workspace and accessible according to workspace membership and permissions. An external reminder contact does not receive file access. A tag called “private” does not create a separate access restriction within the workspace.

Use Request and review documents to collect a file from someone who should not join the workspace.