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Attach files and paste screenshots in comments

Files are attached to the deal comment.

Before you start

  • Access to Pipeline and the deal to view or update.

Step by step

  1. Open the deal comments panel.

  2. Click the paperclip and choose files, or paste a screenshot using Ctrl+V or Cmd+V.

  3. Wait for upload and review the attachments; use X to remove an attachment before sending.

  4. Write text to accompany the attachments and click Send.

  5. Click a sent thumbnail or filename to open it.

Check your result

Files are attached to the deal comment.

What you need to know

  • The editor keeps up to 10 attachments per comment and requires text to send.
  • Uploads allow up to 64 MiB per file and only permitted extensions. Failed uploads may not show a specific message; check that each attachment appeared before sending.
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