Files

Contracts, decks, order forms — the documents behind a relationship usually end up in someone's inbox. The Files tab on every company, contact and deal is where they should end up instead, with a count in its header.

Uploading

Upload files attaches one or more files from your computer to the record you are on, visible to everyone in the workspace.

You can also have them arrive by themselves: an agent with the Save email attachments action copies attachments off a synced email onto the company, contact or deal, which is how signed contracts get from your inbox onto the account without anyone thinking about it.

Previewing and managing a file

Click a file to preview it — PDFs page by page, images inline, with Load full document for a large PDF. The sidebar shows the file type, dimensions where they apply, size, and a free-form Description. The ⋯ menu offers Rename, Download and Delete file.

Files and AI

An attached file is part of the record, which means it can be asked about.

• Chat lists a record's files and reads PDFs and images to answer questions about them. Attach files in the composer sends one along with your message.

• MCP — find_files lists what is attached, read_files reads PDFs and images. See Zero's MCP server.

• REST API — GET /api/files, and POST /api/files/upload for a multipart upload. See API.