Feature documentation
Attachments & File Sharing
Files travel with the conversation — scanned, scoped, synced.
Clients and technicians attach files to tickets and replies; attachments sync both ways with the PSA. Every upload is scanned before it is stored, executables are blocked, and downloads are authorized against the same ticket-access rules as everything else.
Upload pipeline
Validate, scan, then store: files failing malware screening are quarantined and clearly flagged rather than silently dropped. Uploads are capped at 25 MB per file, and a file attached to a reply carries its note id all the way to the PSA so both systems show it in context.
Both directions
Files added in ConnectWise or Autotask appear on the portal ticket; files uploaded in the portal land in the PSA. Attachments deleted in the PSA are reconciled away — with dated sweeps or per-ticket reads depending on what the provider supports.
In the thread, not a separate pile
Attachments belonging to a reply are shown with that reply; everything else sits in an "Other files" section. Inline images referenced in notes render in place, bounded, with a graceful fallback when a provider’s pre-signed link has expired.
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