How to Upload Attachments
Attachments let you store documents, images, and other files directly alongside your client notes. This keeps everything related to a client in one place and makes it easy for your team to find what they need without digging through email or shared drives.
This guide explains how to upload attachments, what file types are supported, and a few tips for keeping files organized.
Table of Contents
Supported File Types
Notehouse supports common file formats, including:
- Documents such as PDFs, Word files (.doc, .docx), spreadsheets (.xls, .xlsx), and text files (.txt)
- Images such as JPG, JPEG, PNG, and GIF
File size limits may apply, and attachment features may vary by organization.
Upload Methods
You can upload attachments in two ways:
- Drag and drop: Drag a file from your computer into the upload area and release it to begin uploading.
- File browser: Click the upload or attach button, select a file from your computer, and confirm.
Click the upload or attach button, select a file from your computer, and confirm. The upload starts automatically.
Adding Attachments to Notes
- Start a new note or open an existing one
- Enter your note content
- Use the Add Attachment option to upload one or more files
- Click Save Note
You can attach multiple files to a single note. Each file uploads separately but remains linked to the same note.
Upload Considerations
To keep attachments easy to manage:
- Use clear, descriptive file names
- Add context in the note explaining what the file is
- Attach files to the most relevant note
- Be mindful of large file sizes, which may take longer to upload
Note: Attachments uploaded to Notehouse must comply with our Terms of Service. Do not upload files that your organization is not authorized to store or share in Notehouse.
For questions, contact us at support@getnotehouse.com.