Uploading files and documents
Attach contracts, decks, and any other documents to contacts, companies, deals, and activities — then download or re-link them whenever you need them.
base bont keeps your documents next to the records they belong to. Upload a contract to a deal, a one-pager to a company, or a signed form to a contact, and it stays attached and easy to find. Files are stored securely and only reachable by people with access to the record.
Where files live
Every contact, company, and deal detail page has a Files card. You can also attach files to an activity while you create or edit it. The same file can be linked to more than one record — for example a contract attached to both the deal and the company it belongs to.
Uploading a file
- Open the record (or the activity dialog) you want to attach to.
- In the Files card, click Add file and pick a file from your computer.
- On a detail page the upload starts immediately. In the activity dialog, files are attached when you save the activity, so nothing is stored until you commit.
Downloading and removing
Click a file to download it — bont generates a fresh, time-limited link each time, so links can't be shared or leaked. Use the file's menu to remove it from a record; removing a file that's linked to several records only detaches it from the one you're on.