File Attachments with Smart Categories
Documents live everywhere. Contracts in email. Invoices in a shared drive. Photos in a messaging app. When you need them, you search. When you find them, you're never quite sure you found the right version.
Swifty keeps files where they belong: attached to the records they relate to.
Files on Every Record
Any object type in Swifty can have file attachments. Upload a contract to a customer record. Attach a photo to a service report. Add a spec sheet to a product. The file stays with the record, visible to anyone with access, always in context.
Uploading is simple: drag a file onto the record or use the file picker. It's there immediately.
Categories That Make Sense to You
Not all files are equal. A customer record might hold signed contracts, ID documents, invoices, and photos — mixing them together makes them harder to find.
That's why attachments in Swifty support custom categories. You define what categories matter for each object type. A "Customer" might have categories like Contract, ID Verification, Invoice, and Correspondence. A "Property" might have Photographs, Inspection Report, and Legal Document.
Files are filed under the right category when uploaded. Finding them later means browsing a category, not scrolling through an undifferentiated list.
Always in Context
The difference between files in Swifty and files in a shared folder is context. When a file lives next to the record it belongs to, you know who it's for, what it covers, and when it was added — without opening it.
That context reduces the friction of document-heavy processes. Onboarding a new customer, closing a deal, resolving a support issue — when the documents are always exactly where they should be, the process flows.
A Small Change, Large Impact
File organization rarely gets glamorized. But businesses that handle a lot of documents know the real cost of disorganized files: time lost searching, decisions made on outdated information, compliance gaps from missing records.
Smart file categories are a small feature with a measurable impact on how your team works every day.