File Uploads with Drag & Drop
Documents belong with the records they document. A signed contract belongs with the customer. A delivery photo belongs with the shipment. A product specification belongs with the product.
When files live separately from records — in a shared drive somewhere, organized by convention that everyone partially remembers — finding the right document for a record becomes a lookup task. And often, documents get attached to the wrong records or never attached at all.
File uploads on records solve this by making attachment as frictionless as possible.
Drop Directly onto the Record
Any file field on a record accepts drag-and-drop. Drag a file from your desktop or file manager onto the field area, and the upload starts immediately. No dialog to navigate. No "browse to find the file" interaction. The file goes directly to the record you're working with.
Multiple files can be dropped at once. Each uploads in parallel with a progress indicator.
Instant Preview
Images display as thumbnail previews directly in the record. No need to open an attachment to confirm you uploaded the right file — the preview is visible within the form.
Documents show a document icon with the filename and file size. PDFs can be previewed without downloading. Clicking a file attachment opens a preview overlay.
Organized, Not Scattered
Files uploaded to a record stay with that record. The attachment history shows what files are attached, who uploaded them, and when. Old versions are retained if multiple files are attached to the same field over time.
Accessing the files attached to a record is one click from the record detail view — no separate file system to navigate.
Works on Any File Field
File upload behavior applies to any field defined as a file type. An object type can have multiple file fields — one for the signed contract, one for internal notes, one for supporting documents. Each field organizes its own set of attachments.
The file field is just another field type in the object definition, configured the same way as any other field.
Drag and drop is the fastest way to attach. It removes the friction between "I have this document" and "this document is attached to the right record."