> Canonical source: [https://citaflow.com/en/help/faq/customer-file-attachments/](https://citaflow.com/en/help/faq/customer-file-attachments/)

General

# Can I attach documents to a client's record?

Updated October 26, 2026 1 min read

Yes, as attachments to a client note. In Clients, press “Appointment notes” on the client’s card (it is also inside “View details”), create a note with “New Note” and, once it is saved, upload the files in its “Attachments” section.

## What you can upload

- PDF, JPG, PNG, WebP, TXT or Markdown files, up to the maximum size per file shown in the form itself.

- Each client has a maximum storage space. If you fill it, delete a file or press “Request more space” to write to us.

Files are stored privately and downloaded from the note itself.

## Keep in mind

- Attachments always go inside a saved note, not loose on the record.

- As the note field itself reminds you, avoid including health data or other sensitive information.

## Still need help?

Our support team is ready to help you.

[Send Email](https://citaflow.com/en/help/faq/customer-file-attachments/#contacto) [Go to Dashboard](https://admin.citaflow.com/)