Files on Deals and Custom objects

Keep contracts, decks, and documents where they belong — on the record.

The files tab is now available on all object types, including deals and custom objects.

Venture partners can store signed term sheets and due diligence docs on a deal, while sales teams can attach proposals or NDAs to each opportunity.

Add the files tab via Configure Record Page, or find it included by default on new objects.

We've also refreshed the UI and rebuilt the backend for improved reliability.

Learn more in our Help Center.