Overview
The Documents column allows you to map files to your sheet’s rows. You can upload a new file or link an existing file. To automatically upload files from your requests to sheet rows, see here.
How it works
There is a two-way connection between your sheet and the Documents tab of your engagement. Every sheet row’s files exist within a folder in your Documents. Modifying a file in your sheet also modifies that file in your Documents, and the same applies in reverse. By default, a row’s folder is named after the row key and can be found under the Sheet Documents folder in your Documents. A row’s folder will be created once you begin uploading files.
Add the Documents column
Before you can begin adding files to your sheet, you’ll need to make sure the Documents column has been added. See here for instructions.
Add a file to a sheet row
To add a file to a sheet row, use the +Documents button and select an option:
Upload a file: Upload a new file
Reference an existing file: Reference a document that already exists in your engagement
Link folder: Link an existing folder to the sheet row. This option will only be shown if no files have been added to the row already.
Manually create a folder
By default, a row’s folder is named after the row key and can be found under the Sheet Documents folder in your Documents. You can change this by selecting the Choose a folder option before you begin adding files.
Delete a file
To delete a file: right-click and select Delete.
Since your sheet's files are linked to a folder in your Documents tab, the file will be deleted from there, as well. If you instead want to un-link a file from this sheet row, move the file to a different folder.