Adding an Attachment to a Record

Big Biller gives you the ability to upload attachments to records within your database. Attachments can be saved to People, Company, or Job Order records.

This function is most commonly used to store resumes, but can also be used to store other important documents such as cover letters, profile images, copies of certifications, client contracts, fee agreements, job descriptions, etc.

Attachments can be added, viewed, and managed on the Attachment tab of a record, or through the Right Side Panel on a Datasheet or list.

To attach a document to a record via the Attachments tab:

  • Navigate to the corresponding Person, Company or Job Order record
  • Click on the Attachments tab in the top left corner of the page

  • Drag and drop the new attachment in the upload box at the top of the page OR click the Browse button to review and select the appropriate document from your hard drive

  • You’ll see a green slide-out in the bottom left corner of the screen confirming that the upload was successful

  • Once the attachment has successfully uploaded, you can edit the description, preview the document, delete the attachment, mark it as the current resume or profile image, or email the document right from this page


To attach a document to a record via the Right Side Panel on a Datasheet:

  • Navigate to the corresponding Person, Company, or Job record
  • Click to expand the Attachment pane in the Right Side Panel (paperclip icon)

  • Click the Add an Attachment button in the top right corner of the pane

  • Review and select the appropriate document from your hard drive
  • You’ll see a green slide-out in the bottom left corner of the screen confirming that the upload was successful

  • Once the attachment has successfully uploaded, you can edit the description, preview the document, delete the attachment, mark it as the current resume or profile image, or email the document right from the top of this pane


To attach a document to a record via the Right Side Panel on a list:

  • Navigate to a list of People, Companies, or Jobs
  • Click to expand the Attachment pane via the Record Preview icon to the right of the record’s name

  • Click the Attachments pane (paperclip icon)
  • Click the Add an Attachment button in the top right corner of the pane
  • Review and select the appropriate document from your hard drive
  • You’ll see a green slide-out in the bottom left corner of the screen confirming that the upload was successful

  • Once the attachment has successfully uploaded, you can edit the description, preview the document, delete the attachment, mark it as the current resume or profile image, or email the document right from the top of this pane