Attach files to an agent review note

Add supporting documents to the internal file note when reviewing an appointed agent's service after the sale or lease workspace has finished.

Add the attachment

1. Open the finished sale or lease Workspace.
2. Select Review agent's service performance, or open the review's edit action if it is available.
3. Complete the review and find the Review service note editor.
4. Write the internal note, then place the cursor in an empty paragraph. Press Enter after existing text if needed.
5. Select the + button to the left and choose File.
6. Select Press to select a file and choose the document from your device.
7. Wait for the document to appear, then select Submit review or Update review when the review is ready.

Use a property file

If you already saved the document against the property, choose Property file from the + menu and select it from the list. The option depends on your access to the property's files.

Keep the attachment with the internal note

The review service note is for the owner and their authorised team. Its attachments are not part of the public testimonial. The testimonial is a separate text field and does not provide these file controls.

After submitting the review, follow any team approval process that applies. Reopen the note from Workspace → Notes to check the saved document.

If the editor or action is unavailable

Check that the workspace has finished and that you have the required owner or team role. Editing an existing review also depends on its approval state. Within the note editor, the + button appears beside an empty paragraph.

Related articles

• Review an appointed agent
• Use notes to prepare and record decisions

Last reviewed September 18, 2026