How to Attach Documents to a Relationship
This article explains how to add and manage documents on a relationship. For background on document types, limits and where the paperclip appears, see Relationship Documents.
Before You Start
The relationship must already exist — documents attach to a saved relationship, so create it first (see How to Create Relationships). You'll also need permission to edit the relationship. Files can be PDF, Word, plain text or Markdown, up to 25 MB each.
Method 1: From the Edit Relationship Dialog
This works from an entity's page or the Relationship Register.
- Open the entity's page (or the Relationship Register).
- Find the relationship and click Edit.
- In the Files & links section of the dialog, click Add, then Upload file or Add link.
- Choose the file and click Upload — or paste the document's URL and click Add link. Either way you can pick a document type; the most likely type for this relationship is pre-selected.
Download, Replace or Remove
Wherever the Files & links section appears, use the actions next to each item to download (or open a link), replace an uploaded file, edit details (title, description, or a link's URL), or delete. Deleting an uploaded file permanently removes it from storage; deleting a link removes only the bookmark, not the document it points to.
What You'll See
Once a relationship has documents, a paperclip appears next to it in lists (with a count when there's more than one). See Relationship Documents for more.