Availability
This is available for all customers starting September 1, 2026. No setup or configuration is required. The upload panel is available automatically to users who already have permission to manage attachments on customer or property records.
Uploading documents to customer and property records is now faster and easier. You can drag and drop one or more files directly into the Attachments tab, or select files using Browse.
What’s new
The Customer and Property detail pages now include a persistent drag-and-drop upload panel in the Attachments tab. The experience matches the existing attachment upload process in Quotes, so you can use the same workflow across the platform.
Customer detail page — Attachments tab
Property detail page — Attachments tab
How to upload files
Open a customer or property record.
Select the Attachments tab.
Drag one or more files onto the upload panel, or select Browse to choose files.
Files upload as soon as you drop or select them.
The original filename is used when the file is uploaded. To rename the attachment or add a description, use the existing Edit action in the attachments list after the upload is complete.
Important notes
This update adds a new upload entry point; the existing attachment editing process is unchanged.
File names and descriptions are still updated after upload through Edit.
Attachment permissions and visibility are unchanged.