Event notes & files

Add notes and files to an event

Use the Notes & files tab on an event to centralize meeting notes, briefs, and attachments (quotes, contracts, plans, photos).

Where to add notes and files

1. Go to Events.
2. Select the relevant event.
3. Open the Notes & files tab (may appear as Notes and Files separately).
4. You’ll see the list of existing notes and attachments.
5. Use Add a note or Upload a file, or drag and drop files into the upload area.

Path: Events > [select event] > Notes & files

Add a note

1. Click Add a note (or New note).
2. Fill in:

• Title (optional)
• Content (free text, can be formatted depending on your editor)

1. Click Save.

The note is automatically dated and can be edited or deleted later.

Typical uses:

• Client brief or requirements
• Points to watch / internal reminders
• Meeting notes and decisions

Upload a file

1. Click Upload a file or drag and drop a file into the upload area.
2. Supported formats typically include:

• PDF (e.g. quotes, contracts)
• Images: JPG, PNG
• Documents: Word, Excel (depending on your configuration)

1. Optionally add a label or description (e.g. “Signed contract”, “Floor plan”) to make the file easier to find.

The file is linked to the event and visible to all users who have access to that event.

Good to know

• Quote PDFs from Joinways
• Often available directly in the event’s Quotes tab.
• You can also save or attach copies in Notes & files for archiving.
• Access rights
• Notes and files follow the event’s permissions.
• Only users who can see the event can see its notes and files.

FAQ

What is the maximum file size?

It depends on your plan and configuration. Check your Settings or contact an admin. If a file is too large:

• Compress it, or
• Store it externally and paste the share link into a note.

Can I organize files in folders?

In some versions you can use categories or labels to filter files. A traditional folder structure may be added in future updates.

See also

• Create an event
• Event emails
• Create a quote