Standard column type
File
A File column stores uploads on a record: credentials, receipts, photos, and signed paperwork. Files attached to structured records stay findable and reviewable; and AI file analysis can read them to extract dates, numbers, and types.
Illustrative example
Uploads attached to a record: documents, photos, and receipts.
- 01
Table
Documents
- 02
Field
Attachment
- 03
Purpose
The license or certification being tracked.
A suggested way to organize your information. This diagram is not a product screen.
When to use this type
- 1Credential files on Documents records: licenses, certifications, test results.
- 2Receipts on reimbursement requests.
- 3Photos from the field: incidents, inspections, completed work.
Column ideas for your team
Documents
Attachment
The license or certification being tracked.
Custom
Receipt
Evidence on a reimbursement request.
Good to know
- 1Pair File with Date and Status columns so the upload has a lifecycle, not just storage.
- 2AI document analysis can parse uploads; keep one document per record for clean extraction.