You can attach supporting files to your advisory log — spreadsheets, notes, screenshots, anything that backs up your analysis. Attachments are confidential within the advisory team. This guide covers adding them.
💡 Tip — Who can use this For advisory partners, in the My Log tab.
Quick reference
| Step | Action |
|---|---|
| 1 | Upload attachments to your log |
Step 1 — Attach files
In your advisory log, use the attachments control to upload files (up to 10 MB each). Attachments are stored securely and downloadable via signed, time-limited links. You can also remove attachments you no longer need.
📝 Note — Attachments are advisory-team-only Files attached to your log are visible within the advisory team (and appear in the lead's consolidated view), but the client cannot access them directly. If the client needs to see a file, share it through the Documents workspace instead.
💡 Tip — Attach evidence for your analysis Attaching the data or analysis behind a key observation makes your log more credible and useful. When a partner or admin reviews your log later, the attachments show your work.