Attachments

Attachments let you attach files to any record in Lextree — a signed contract PDF, a certificate of good standing, board minutes, an insurance policy. Because attachments work the same way in every module, learning them once means you know how to use them everywhere. Files can also live on a workflow step or a workflow template, not just on a record.

Attachments on a Record

An attachment is a named container with an optional description. Each attachment holds one or more files (up to 250 MB each), so you can keep an instrument and its supporting files — say, an agreement and its exhibits — together under one entry. Every record’s detail page has an Attachments panel you can expand to see, add, and open the files attached to that record.

Adding an Attachment

Adding or editing an attachment requires Editor access to the module the record belongs to.

1. Open the record you want to attach a file to.
2. Expand the Attachments panel and click the add (+) button.
3. In the New Attachment panel, enter an Attachment Name (required) and an optional Description.
4. Under Add Files, click Choose File and select one or more files (up to 250 MB each).
5. Click Save.

The attachment now appears in the record’s Attachments panel and in the site-wide Attachments page.

Editing Files Inside It

Open any attachment to see its Current Files and add more, or mark one for deletion before saving. Removing an individual file this way is permanent the moment you save — unlike deleting a record, it does not go to the trash, so double-check before you save an edit that drops a file.

The Site-Wide Attachments Page

The Activity → Attachments page is a single, filterable list of every attachment you can access, across all modules. It shows four columns:

Use the filter row beneath the headers to narrow the list by any column. From this view you can select multiple attachments to download them together as a ZIP or delete them in bulk.

Attachments on Workflows and Templates

Files on a Workflow

Files can also attach directly to a workflow or to one of its checklist items — drafts, reference material, or the files an approver needs to act. Workflow files travel with the workflow, so an invited participant can open them even without access to the parent record, which lets a workflow stay self-contained for an outside reviewer.

Default Files on a Template

When admins build a workflow template, they can attach default files to it. Every workflow started from that template begins with those files already in place — handy for standard forms and instructions.

Who Can See and Edit Attachments

Attachments don’t have their own permissions — they inherit access from whatever they’re attached to:

• Viewing an attachment on a record requires access to the record’s module; adding, editing, or deleting it requires Editor access to that module. Viewer users can open and download files but can’t change them.
• Files on a workflow are visible to that workflow’s participants, even if they don’t otherwise have access to the parent record.

On Enterprise plans, access group scoping also applies: you only see attachments on records within your assigned access groups.

Trash and File Storage

Deleting and Restoring

Deleting an attachment moves it to the trash rather than removing it permanently. An admin can restore a deleted attachment from Trash → Attachments. (Removing a single file from inside an attachment’s Current Files, rather than deleting the whole attachment, skips the trash — see Editing Files Inside It above.)

What Counts Against Storage

Uploaded files count toward your subscription’s file storage, which is limited by plan. Trashing an attachment frees nothing — its files still count until an admin permanently deletes it, which is the only action that frees the storage a file uses.