--- title: How do I attach notes and files to records? description: Here is a guide on how to add notes or other comments as an attachment to records. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-attach-notes-and-files-to-records#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [General](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en) 3. [Tools & Features](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#tools-features) # How do I attach notes and files to records? ## Here is a guide on how to add notes or other comments as an attachment to records. Oftentimes, it will suffice just to add a note at the bottom of a record in the **Notes** section (most records have this). ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-31-23-6315-PM.png?width=688&height=368&name=image-png-Jul-01-2024-05-31-23-6315-PM.png) However, sometimes you may want to attach files or other notes that cannot be simply typed into a notes section. ***Note:** Both of the actions below can be done even if you are not in **Edit** mode.* ### Attach Files To do add or view existing attachments, near the top of the record, **click Attachment Files**.  ***Note:** You will find this in Inventory Management, Sales Order Management, Purchase Order Management, and so on - pretty much any management screen you can get to in ERP.* ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-35-33-4334-PM.png?width=688&height=140&name=image-png-Jul-01-2024-05-35-33-4334-PM.png) Currently, there are none. **Click Add Files**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-40-59-5150-PM.png?width=1159&height=736&name=image-png-Jul-01-2024-05-40-59-5150-PM.png) **Click the grey box** to locate the file you wish to attach or **drag a file directly into the grey box**. Enter a **Description** if you'd like. **Click Upload**.  ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-43-19-0760-PM.png?width=594&height=355&name=image-png-Jul-01-2024-05-43-19-0760-PM.png) Now, you will see your file with the date, record information (in this example, I added a customer picture for customer ArthurMorgan), description, and the user that executed the upload. To download existing files, **select the file** and **click Download**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-44-54-1521-PM.png?width=1160&height=738&name=image-png-Jul-01-2024-05-44-54-1521-PM.png) ### Tracking Notes If you have notes to add to a record and you believe you will be adding multiple notes over a period of time, using the **Tracking Notes** is preferable to the regular **Notes** field. On a record, **click Tracking Notes**. ***Note:** This is available on Order, Invoice, and Bill records but not on Customer or Vendor records.* ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-48-50-6185-PM.png?width=740&height=152&name=image-png-Jul-01-2024-05-48-50-6185-PM.png) **Enter your note** and **click Save.** ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-50-25-0916-PM.png?width=1533&height=735&name=image-png-Jul-01-2024-05-50-25-0916-PM.png) Now, you will see the note in the left-hand section where you can view the date, the note, the person who created it, and the person who last updated it. **Click OK** to exit back to the record management screen. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Jul-01-2024-05-51-46-4476-PM.png?width=1531&height=734&name=image-png-Jul-01-2024-05-51-46-4476-PM.png) This feature can be especially helpful on consignment orders where items may be sent back piecemeal, and you want to add a note for each partial return and view them all in one place.   - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#erp) - [WMS](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#wms) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#pim-cc) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#miscellaneous) - [Email](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#email) - [Inventory](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#main-content) - [Stock](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#stock) - [Case Pack](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#case-pack) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#create) - [Edit](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#edit) - [History](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#history) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#miscellaneous) - [Move](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#move) - [Prepack](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#prepack) - [Product Details](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#product-details) - [Replenish](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#replenish) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#reports) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#catalog) - [Pricing](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#pricing) - [Labels and Packaging](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#labels-and-packaging) - [Bundles](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#bundles) - [Dropship](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#dropship) - [Cost](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#cost) - [Overview](https://support.digitbridge.com/digitbridgeclientknowledgebase/inventory?hsLang=en#overview) - [Sales](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#main-content) - [Sales Order](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-order) - [Invoice](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#invoice) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#miscellaneous) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#reports) - [Returns](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#returns) - [Shipping & Fulfillment](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#shipping-fulfillment) - [Sales Channel](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-channel) - [Quotation](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#quotation) - [Sales Reps & Commission](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-reps-commission) - [Informative](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#informative) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#settings) - [Pricing](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#pricing) - [POS Receipts](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#pos-receipts) - [Purchasing](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#main-content) - [Purchase Order](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#purchase-order) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#miscellaneous) - [Receiving](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#receiving) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/purchasing?hsLang=en#reports) - [Customers](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#main-content) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#create) - [Edit](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#edit) - [History](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#history) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#settings) - [Type](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#type) - [Pricing](https://support.digitbridge.com/digitbridgeclientknowledgebase/customers?hsLang=en#pricing) - [Vendors](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#main-content) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#create) - [Edit](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#edit) - [Type](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#type) - [Vendor Portal](https://support.digitbridge.com/digitbridgeclientknowledgebase/vendors?hsLang=en#vendor-portal) - [Fulfillment](https://support.digitbridge.com/digitbridgeclientknowledgebase/fulfillment?hsLang=en#main-content) - [Carriers](https://support.digitbridge.com/digitbridgeclientknowledgebase/fulfillment?hsLang=en#carriers) - [Picking, Packing, & Shipping](https://support.digitbridge.com/digitbridgeclientknowledgebase/fulfillment?hsLang=en#picking-packing-shipping) - [Accounts Receivable](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#main-content) - [Prepayment](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#prepayment) - [Credit Memo](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#credit-memo) - [Invoice Payment](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#invoice-payment) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#miscellaneous) - [QuickBooks](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#quickbooks) - [Returns](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-receivable?hsLang=en#returns) - [Accounts Payable](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#main-content) - [A/P Bill](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#a-p-bill) - [A/P Deposit](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#a-p-deposit) - [Bill Payment](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#bill-payment) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#reports) - [Vendor Credit](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#vendor-credit) - [Cost](https://support.digitbridge.com/digitbridgeclientknowledgebase/accounts-payable?hsLang=en#cost) - [General](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#main-content) - [Tools & Features](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#tools-features) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#settings) - [Informative](https://support.digitbridge.com/digitbridgeclientknowledgebase/general?hsLang=en#informative) - [Troubleshooting](https://support.digitbridge.com/digitbridgeclientknowledgebase/troubleshooting?hsLang=en) - [Dashboards](https://support.digitbridge.com/digitbridgeclientknowledgebase/dashboards?hsLang=en#main-content) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/dashboards?hsLang=en#miscellaneous) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/dashboards?hsLang=en#pim-cc) - [Warehouse](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#main-content) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#settings) - [Shipping & Fulfillment](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#shipping-fulfillment) - [Locations](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#locations) - [Transfer](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#transfer) - [Hardware](https://support.digitbridge.com/digitbridgeclientknowledgebase/warehouse?hsLang=en#hardware) - [Content Management](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#main-content) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#catalog) - [Channel Attributes](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#channel-attributes) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#settings) - [Image Management](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#image-management) - [Copywriting](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#copywriting) - [Product Details](https://support.digitbridge.com/digitbridgeclientknowledgebase/content-management?hsLang=en#product-details) - [Channel Management](https://support.digitbridge.com/digitbridgeclientknowledgebase/channel-management?hsLang=en#main-content) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/channel-management?hsLang=en#miscellaneous) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/channel-management?hsLang=en#settings) - [Integration](https://support.digitbridge.com/digitbridgeclientknowledgebase/integration?hsLang=en#main-content) - [Integration Setup](https://support.digitbridge.com/digitbridgeclientknowledgebase/integration?hsLang=en#integration-setup) - [QuickBooks](https://support.digitbridge.com/digitbridgeclientknowledgebase/quickbooks?hsLang=en#main-content) - [Miscellaneous](https://support.digitbridge.com/digitbridgeclientknowledgebase/quickbooks?hsLang=en#miscellaneous) - [How Tos](https://support.digitbridge.com/digitbridgeclientknowledgebase/quickbooks?hsLang=en#how-tos) - [Import/Export](https://support.digitbridge.com/digitbridgeclientknowledgebase/import-export?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/import-export?hsLang=en#erp) - [PIM/CC](https://support.digitbridge.com/digitbridgeclientknowledgebase/import-export?hsLang=en#pim-cc) - [Returns](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#main-content) - [Receiving](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#receiving) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#create) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#settings) - [Overview](https://support.digitbridge.com/digitbridgeclientknowledgebase/returns?hsLang=en#overview) - [EDI](https://support.digitbridge.com/digitbridgeclientknowledgebase/edi?hsLang=en) - [3PL](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#main-content) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#settings) - [Client Guides](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#client-guides) - [Customer Setup](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#customer-setup) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#catalog) - [Overview](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#overview) - [Tools & Tips](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#tools-tips) - [Outbound Orders](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#outbound-orders) - [Invoices & Billing](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#invoices-billing) - [Inbound Orders](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#inbound-orders) - [Pricing & Fees](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#pricing-fees) - [Email & Notifications](https://support.digitbridge.com/digitbridgeclientknowledgebase/3pl?hsLang=en#email-notifications) - [Dropship](https://support.digitbridge.com/digitbridgeclientknowledgebase/dropship?hsLang=en#main-content) - [Dropship Center](https://support.digitbridge.com/digitbridgeclientknowledgebase/dropship?hsLang=en#dropship-center) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/dropship?hsLang=en#settings) - [Shipments & Invoices](https://support.digitbridge.com/digitbridgeclientknowledgebase/dropship?hsLang=en#shipments-invoices) - [Customer Portal](https://support.digitbridge.com/digitbridgeclientknowledgebase/customer-portal?hsLang=en#main-content) - [Settings & Setup](https://support.digitbridge.com/digitbridgeclientknowledgebase/customer-portal?hsLang=en#settings-setup) - [Orders](https://support.digitbridge.com/digitbridgeclientknowledgebase/customer-portal?hsLang=en#orders) - [Catalog](https://support.digitbridge.com/digitbridgeclientknowledgebase/customer-portal?hsLang=en#catalog) - [Manufacturing](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#main-content) - [Getting Started](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#getting-started) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#settings) - [Informative](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#informative) - [Create](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#create) - [Update](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#update) - [Reports](https://support.digitbridge.com/digitbridgeclientknowledgebase/manufacturing?hsLang=en#reports) [![digitbridge\_logo\_footer-1](https://support.digitbridge.com/hs-fs/hubfs/digitbridge_logo_footer-1.png?width=287&height=73&name=digitbridge_logo_footer-1.png "digitbridge_logo_footer-1")](http://www.digitbridge.com) DigitBridge.com Help Center Copyright © 2025, DigitBridge