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Attach Files to an Item

Save quotes, drawings, care instructions, and other documents to an item.

Written by Scottie Elliott

Keep the documents that go with a selection, like manufacturer quotes, drawings, warranty information, and cleaning and care instructions, saved right on the item.

Attach a File

  1. Open the item and click the Attachments tab at the top.

    Attachments tab in an item
  2. Click Choose New Attachment.

    Choose New Attachment button
  3. Choose a file from your computer or one of the options on the left.

You can upload several files. They appear as a list on the Attachments tab.

List of attached files

Good to Know

  • Sharing with your client: click the eye icon next to a file. When the eye is green, your client can see the file.

    Eye icon for client visibility
  • Finding attachments later: item attachments also appear in the project's Files tab, in the Item Attachments folder.

  • Saving from a product page: the Clipper can save attachments straight from a vendor's site. See Saving Attachments Using the Clipper.

  • Including attachments in exports: you can add item attachments to a Spec Package. See Exporting Item Attachments.


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