Relationship Documents
This article explains how document attachments work on relationships so that the paperwork behind a connection lives with the connection itself.
What Are Relationship Documents?
A relationship can carry documents — the agreement or instrument that evidences it, such as a financial agreement on a spouse link.
A document can be an uploaded file (stored securely inside FamilyGram) or a link to a document that lives somewhere else, such as SharePoint, Google Drive, or a document management system. Links open in a new tab; FamilyGram stores only the URL, and access to the linked document is controlled by that system.
Every relationship type supports documents. Any family relationship can hold files.
Document Types
Every relationship document — uploaded or linked — carries a document type, and the picker is context-sensitive: each relationship offers the documents that evidence it, with the most likely one pre-selected. For example: spouse links offer financial agreement (BFA) — and a spouse relationship with an end date offers separation documents such as consent orders and divorce order instead.
Every context also offers Other, and you can change a document's type later from Edit details.
Supported Files
- Formats: PDF, Word (
.doc,.docx), plain text (.txt) and Markdown (.md). - Size: up to 25 MB per file.
Where You'll See Them
Documents are managed wherever you edit a relationship — see How to Attach Documents to a Relationship for the exact steps. Once a relationship has files, a paperclip appears in these places:
- In lists — next to the relationship on an entity's page and in the Relationship Register. A number shows when there's more than one file.
- In the related-document summary — entity pages group relationships that carry documents under Related relationship files & links without treating them as entity-owned files.
Privacy and Access
Uploaded documents are stored privately and are only reachable through the app, so they're never exposed by a public link. Uploading, replacing and removing documents (and adding, editing or removing links) requires permission to edit the relationship.