Attaching Files from the Files app

If the BP supports attachments, you can attach files from the Files app to a BP record.

To add a file from the Files app:

  1. In the BP record form, tap Add an attachment.
  2. Tap Files app.
  3. Select files from any of these locations: iCloud, Google One, Box, and so on.
  4. On the Preview screen, perform any of the following actions:
    • Rename duplicate file names highlighted in red or rename files to suit your business needs.
    • To remove any attached files or photos, tap Delete ( "" ).
    • After previewing the files, tap Done.
  5. Tap Done.

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Last Published Monday, November 10, 2025