This article describes the function and usage of custom File Attachment fields within the Customs Editor. File Attachment or Multiple File Attachment fields are used when attaching one file or multiple files to a project within a custom section. You can also always upload files using the project email, attachments to Activity notes and comments, or straight to the Docs section.
To learn how to add custom fields, including File Attachment fields, read the article on using the Customs Editor.
The Customs Editor is an Advanced tool and requires Org Admin privileges.
Using File Attachment Fields
File Attachment fields accept any file type. A single file attachment field appears as a button with a paperclip in the project section. Once you attach and save a file here, you will be able to click on the link to preview the file, or click on the arrow to see a dropdown menu with options to download, preview, rename, remove, and more.
A Multiple File Attachment appears as a blue “Add Files” button. Once any file is uploaded, it appears as a link with a dropdown arrow, just as a single file attachment does. You can edit, rename, download, and remove these files the same way you would a single file attachment.
File attachments uploaded in a File Attachment or Multiple File Attachment field will also appear in the project’s Docs Section.
File Attachment fields have a wide variety of uses. Common uses of this custom field type include attaching receipts, medical records, leases, contracts, and any other signed documents.
Functions of File Attachment Fields
Most, but not all, document and image files are able to be previewed in Filevine. Clicking on the file, or clicking the dropdown menu and then choosing “preview,” will open a window will the file.
Consult the table below to see which file types are able to be previewed:
Clock System Errors
Please note that Filevine file uploads, including attachment fields, require an accurate system clock. If you encounter errors, please read this article.
Converting a Field
It is impossible to convert a File Attachment or Multiple File Attachment field to any other field after it is created, so it is important to select the correct field type from the start! File attachment fields and multiple file attachment fields cannot be converted to one another.
Attachment fields have very limited reporting criteria. Reports can be limited by whether the file has been attached in a single or multiple file attachment field. Keep in mind, for a multiple file attachment field, this will mean that at least one file has been attached.
Including a single File Attachment field in a report will include the link to that file in the report. A Multiple File Attachment field in a report will provide the number of files attached.