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
• Upload Methods
• Adding Attachments to Notes
• Upload Considerations

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 availability can 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. The upload starts automatically.

Adding Attachments to Notes

1. Start a new note or open an existing one
2. Enter your note content
3. Use the Add Attachment option to upload one or more files
4. Save the 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

For any questions, please contact support@getnotehouse.com.