Relationship Documents

This article explains how document attachments work on relationships so that the paperwork behind a connection lives with the connection itself.

What Are Relationship Documents?

A relationship can carry uploaded documents — the agreement or instrument that evidences it. A loan agreement sits on the loan, a deed of guarantee on the guarantor link, a lease on the lease, a consent to act on a directorship, and so on.

Every relationship type supports documents. Earlier this was limited to a handful of "document-style" relationships; now any relationship — including family and ownership links — can hold files.

Document Types

Relationship documents can be classified as Agreement, Side letter, Deed, Amendment, Correspondence or Other. New uploads default to Other; the type is just for your own organisation.

Supported Files

Formats: PDF, Word (.doc, .docx), plain text (.txt) and Markdown (.md).
Size: up to 25 MB per file.

Where You'll See Them

Documents are managed wherever you edit a relationship — see How to Attach Documents to a Relationship for the exact steps. Once a relationship has files, a paperclip appears in two places:

In lists — next to the relationship on an entity's page and in the Relationship Register. A number shows when there's more than one file.
On diagrams — at the end of the link's label (for example, Trustee Of 📎). Click the link to open the Inspector, where you can view and manage its documents.

Privacy and Access

Documents are stored privately and are only reachable through the app, so they're never exposed by a public link. Uploading, replacing and removing documents requires permission to edit the relationship.