Deal paperwork usually ends up scattered — the survey in email, photos on a phone, the signed contract in a download folder, the title commitment in a shared drive nobody can find. When a closing gets questioned six months later, that's a bad afternoon.
Every contact, deal, and property card has a 📎 Files section. Whatever belongs to that record lives on it.
Attaching a file
Open the record, find 📎 Files, click Attach file.
- Accepted: PDF, PNG, JPG, DOC, DOCX.
- Up to 10 MB per file.
- 10 files per record — enough for a deal's paperwork, tight enough that it stays a document store and not a photo dump.
- Account totals by plan: 100 on Starter, 500 on Pro, 3,000 on Scale.
- Paid feature — uploads need Starter or above.
Teammates with write access can attach and delete; viewers can open what's there.
Signed contracts arrive by themselves
This is the part worth knowing: when an e-signature document is completed by everyone, the signed PDF lands in that record's Files section automatically. You don't download and re-upload it.
So the end state of a deal is one card carrying the conversation, the call recordings, the property, and the executed agreement. See E-signatures.
What actually belongs where
- On the property — survey, plat, deed, tax card, photos, soil or perc results. These stay true regardless of who owns it or which deal it's in.
- On the deal — purchase agreement, assignment, title commitment, closing statement. Tied to this transaction.
- On the contact — anything about the person: their ID for a notary, a POA, correspondence that isn't a message.
Habits that make it pay off
- Name files before uploading. "Scan_20260809_0001.pdf" tells nobody anything a year from now. "Deed — Lot 14 Blk 2.pdf" does.
- Attach at the moment it arrives, not "when the deal closes". The whole failure mode is intending to file it later.
- Photos: pick the useful few. Ten files per record means the access road, the corners, and the problem — not forty phone shots.
- Anything a teammate might need, attach. A VA who can open the deed doesn't have to interrupt you to ask about the legal description.
What's next
To get contracts signed and filed here automatically, read E-signatures. To find a record fast when you need its paperwork, Getting around fast.