Articles on: Records

Can You Add Files to Contacts

Yes — attach any file to a contact, company, deal, or custom object record and keep all your documents in one place.


Overview

Every record in Breakcold has a dedicated Files tab where you can upload and store attachments — proposals, contracts, screenshots, spreadsheets, or any other file type. Files are tied to the individual record, making them easy to find in context.

Works on all object types — The Files tab is available on People, Companies, Deals, and any custom object you've created.

Step 1 — Open the Files Tab

  1. Open any record — a contact, company, deal, or custom object.
  2. Click the Files tab in the record navigation bar. The tab shows a count of attached files (e.g. Files 0) that updates as you add files.

The Files tab on a record — empty state showing two ways to upload: drag and drop onto the area, or click "Upload a file".

Step 2 — Upload a File

There are two ways to add a file:

Method

How to use it

Drag & Drop

Drag a file from your computer and drop it anywhere in the Files tab area.

Upload button

Click Upload a file (in the empty state) or Upload files (top right) to open your system file picker and select a file.

The system file picker opens when using the Upload button — browse to any folder and select the file you want to attach.

Step 3 — Confirm the Upload

  1. After selecting a file, it uploads immediately. A "1 file uploaded" confirmation toast appears at the bottom of the screen.
  2. The file appears in the Files list showing: file name, the team member who uploaded it, the upload date and time, and the file size.
  3. The Files tab counter in the navigation bar updates to reflect the new total.

"1 file uploaded" toast — the file appears immediately in the list with the uploader's name, timestamp, and file size.


The file in the Files list — each entry shows the file name, uploader, date, size, and action icons to download or delete.

Deleting a File

  1. Click the delete icon (trash) on the right side of the file row.
  2. The file is removed immediately and a "File deleted" toast confirms the action.

"File deleted" toast — the file is removed from the record immediately. This action cannot be undone.

Note — File deletion is permanent and cannot be undone. Make sure you no longer need the file before deleting it.

Frequently Asked Questions

What file types can I upload?
Any file type is supported — documents (PDF, DOCX, XLSX), images (PNG, JPG), spreadsheets, presentations, ZIP archives, and more.
Is there a file size limit?
Files up to several hundred MB can be uploaded. Very large files may take longer to upload depending on your connection speed.
Can I download a file that was uploaded by someone else?
Yes — click the download icon on any file row to download it, regardless of who uploaded it.
Can multiple files be uploaded at once?
Yes — use the Upload files button (top right) to select multiple files at once from the file picker, or drag and drop several files together.
Are files shared across team members?
Yes — any file uploaded to a record is visible to all workspace members who have access to that record.
Does the Files tab work on custom objects too?
Yes — the Files tab is available on all object types: People, Companies, Deals, and any custom objects you've created in Breakcold.

Updated on: 31/03/2026