Attach files to a job note

Keep supporting documents with an internal file note on a sale or lease job. Notes are available to the owner and their authorised team.

Add a file to a note

Open the sale or lease job and select Workspace → Notes.
Select Add note, or open an existing note's Actions menu and select Edit.
Enter the title and note content, and choose the context that matches the decision or matter.
Place the cursor in an empty paragraph in the content editor. Press Enter after existing text if needed.
Select the + button to the left, then choose File.
Select Press to select a file and choose the document from your device.
Wait for the document to appear in the note, then save the note.

Reuse a property file

Choose Property file from the + menu and select a document already stored on the property's files page. If the option is unavailable or the document is not listed, use File to upload it from your device.

Choose the note context

Available contexts include accepting a bid, cancelling a job, terminating an agreement, reviewing a service, amending an agreement and other matters. The context helps connect the note to the relevant decision. For example, an accept bid note can be prepared here before opening the recommendation or acceptance form.

Who can read the attachment

The attachment is included in the internal note. The appointed agent and job stakeholders do not have access to the owner's Notes area. To share a document with an agent or stakeholder, attach it to the appropriate message thread.

If you cannot edit the note

Approved notes cannot be edited or deleted. You also need the appropriate owner or team role. If you are editing a note but cannot see the + button, place the cursor in a new, empty paragraph.

Last reviewed September 18, 2026

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