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Files

Uploading, searching for, and assigning attachments

Where to upload an attachment to a Hanna record, how to name it clearly, and how to find it later.

Last updated 20 days ago

Files and attachments

Files are stored in association with specific records—such as projects, objects, contracts, documents, and other entries. Open the record and select Files.

Before uploading or sending

Select the correct record, choose a clear file name, and check the document for any information that should not be visible to other users or the client. This note applies to all functions described in this article.

After the action

Ensure that the file appears in the list, opens correctly, and has the appropriate type and description. If you modified the master file or its visibility settings, check the record preview. This note applies to all functions described in this article.

Uploading and finding files

In the Files section, click Upload files. The system will verify the file size, type, and storage location. You can locate the file using the search function by searching for its name or metadata.

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