Filter by file type
Narrow to PDFs, images, or documents, with counts for each type shown above the list.
Attachment Management
Find any document across the CRM in one filterable library
A single attachment library across leads, customers, companies, lease contracts, MOUs, maintenance requests, and employees. Filter by file type, related module, category, uploader, or upload date; a stat card applies its matching filter so the number and the rows always agree, and the filtered view survives a refresh and travels in a shared link.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
01Filterable Library
Counts and rows that always agree
The attachment library lists files from across the system and lets you narrow by type, module, category, uploader, or date. A stat card applies its matching filter instead of only counting, so the number at the top and the rows beneath it are always the same set. Totals such as overall storage stay informational.
- Filter by file type — PDFs, images, or documents
- Tap a stat card to apply its filter to the rows
- Keep the filtered view through a page refresh
- Send a filtered library as a shareable link
Attachment libraryType · PDF
128
PDFs
64
Images
19
Today
- MOU — Unit 1204.pdfA. RahmanMOU
- Passport copy.pdfS. KhanCustomer
- AC repair invoice.pdfA. RahmanMaintenance
The count and the rows beneath it always agree — the filtered view survives a refresh and travels in a shared link.
02Precise Filters
Narrow to exactly the documents you need
Combine filters to reach a specific set of files — every MOU document uploaded this week, every file added by one agent, or every image attached to a maintenance request. The filters are the same ones the URL carries, so the view is reproducible.
- Scope to a related module such as contracts, MOUs, or maintenance
- Filter by the team member who uploaded the file
- Filter by upload date, including today and this week
- Stack filters to reach a precise result set
Narrow the libraryRefresh-stable
- File typePDF · Image · Document
- Related moduleCustomer · Contract · MOU
- UploaderAny team member
- Upload dateToday · Date range
03Connected & Secure
Every file still belongs to its record
Attachments in the library remain linked to the lead, customer, company, lease contract, MOU, maintenance request, or employee they came from, and each row links straight back to that record. Viewing and downloading are streamed and authenticated, so documents stay with the people allowed to see them.
- Connect files to leads, customers, and companies
- Connect files to contracts, MOUs, maintenance requests, and employees
- Stream files for viewing without a full download first
- Download securely, with filenames handled cleanly
Connected recordsAuthenticated
Leads
Customers
Companies
Contracts
MOUs
Maintenance
Employees
Files are streamed for secure viewing and download — access stays with signed-in users.
Capabilities
One place for every file the business touches
Instead of hunting inside each record, managers work from a single library where filters, counts, and rows stay in step — and every file is still tied to the record it belongs to.
Filter by module
Scope the library to leads, customers, companies, lease contracts, MOUs, maintenance requests, or employees.
Filter by uploader and date
See who uploaded a file and when, and filter by team member or upload date.
Stat cards that filter
A stat card such as PDFs, Images, or Uploaded Today applies its matching filter rather than only counting.
Shareable, refresh-stable views
A filtered view keeps its state through a refresh and travels in a shared link a colleague can open.
Secure viewing and download
Files are streamed for authenticated viewing and download, so tenant documents stay behind a signed-in session.
FAQ
Frequently asked questions
It is a single view of files from across the system — leads, customers, companies, lease contracts, MOUs, maintenance requests, and employees — that can be filtered by file type, related module, category, uploader, or upload date.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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