Keep all client documentation in one place!

File Attachments are a specialized Communication Type that allows you to attach external files directly to client or account records. This creates a centralized repository of important documents that's accessible whenever you're working with that client or account.

What Can You Attach?

📄 Signed Loan Documents - Store executed contracts and agreements
✉️ Letters from Clients - Keep correspondence in the client's file
📋 Supporting Documentation - Attach proof of income, ID verification, or other required paperwork
🖼️ Images - Include photos of assets, collateral, or other visual documentation
📊 External Reports - Store credit reports, valuations, or third-party assessments

How It Works:

1. Save the file to a location accessible from Vault (network drive or shared folder)
2. Create a File Attachment communication
3. Browse to and select the file
4. The file link is permanently associated with the client/account record

Important Notes:

File Location: The file must be saved to a location accessible from Vault - it's not uploaded into the database, just linked

No Replacement Fields: Unlike other communication types, File Attachments don't create communication replacement fields

Network Access: Ensure files are stored on network drives that all relevant staff can access

✓ Use a consistent folder structure for storing attached files
✓ Include meaningful file names that identify the document type and date
✓ Consider creating a standard location for client documents (e.g., \\Server\ClientDocs\[ClientCode]\)
✓ Add a descriptive note in the communication description to explain what the file contains
✓ Regularly review attached files to ensure network paths remain valid

Pro Tip: File Attachments are perfect for compliance and audit purposes. When a regulator or auditor asks for documentation, you'll have everything linked directly to the relevant account - no searching through filing cabinets or email archives required!