Upload Files or Attachments
You can attach a file to any note or comment in Highrise.
1. Drag and Drop attachments
You can drag files (PDFs, Excel files, JPGs, etc.) from your local directory and drop them in the compose box to attach them to a note.
2. Upload the file attachment
Show options link under the note or comment text box. Upload your files by clicking the
Choose File button and selecting the file from your computer.
Once you’ve added your files, select your permissions and click the
Add this note button at the bottom of the screen.
Finding your files
Use the activity filters to find files from your Latest Activity section, any contact or case or deal page.
Latest Activity and choose
Files from the dropdown options.
Scroll through to find files for all activity, or activity related to a specific contact, case, or deal.
You can also filter by a specific user or member of your team to find only files added by that person.
Add a descriptive file name for your files to make it easy to find when searching later.