Attach files by dragging them in
Anywhere you see a Files card — on a project, task, company, contract, lawsuit, asset, transaction, or invoice — you can now just drag a file from your computer and drop it onto the card.
- As you drag over the card, a dashed area appears reading "Drop files to attach."
- Drop the file and the Add File window opens, already filled in with the file's name. Add a title or note if you like, then confirm — the file is attached.
- You can still use the usual "add file" button; drag-and-drop is just a faster shortcut.
You'll only see the drop area on records you have permission to edit.