File custom fields allow you to attach files to an item, such as a company, contact, or employee, providing a more structured way to categorize and manage data in Productive.
These file custom fields can be applied to the following items in Productive:
Companies (found in CRM > Companies)
Contacts (including clients and contacts in the CRM)
Employees (which includes both your employees and contractors, found under Resourcing > Employees).
1) Adding a File Custom Field
1) Navigate to Settings > Custom fields:
Select the item you want to apply the field to (Companies or Contacts) and click "Add new custom field."
2) Navigate to Settings > Employee fields:
If you're adding the field for employees or contractors, go to Employee fields and click "Add new field."
2) Selecting the File Field
From the custom field menu, select the File field type.
3) Name and Configure the Field
First, give your custom field a name and provide a brief description. Once you're done, click "Create field" (or "Update field" if you're editing an existing one).
You can mark the field as sensitive by toggling the "Set as a sensitive field" option, which will restrict access to the field to certain users only.
4) Applying File Custom Fields
After creating file custom fields, they can be applied directly within the relevant items. Here’s how you can use them:
Access the Relevant Item
Go to the desired item (CRM > Companies, CRM > Contacts, or Resourcing > Employees).Upload File
Locate the custom field. For Employees and Contacts, find it in their profile Info tab. For Companies, look for the jigsaw puzzle icon.
Once located, upload the desired file.
→ Employee custom field upload:
→ Company custom field upload:
Usage Examples
Companies (CRM > Companies)
Attach files such as contracts, partnership agreements, or tax documents to each company profile in CRM, allowing quick access to essential documents related to your clients or partners.
Employees (Resourcing > Employees)
Use file custom fields to store signed employment agreements, certifications, or training records directly in each employee's profile, helping track essential HR documents.
Contractors (Resourcing > Employees)
For contractors, upload files like service agreements, invoices, or NDAs, keeping all contractor-related documents centralized and accessible.
Clients (CRM > Contacts)
Store important documents like SOWs, proposals, or client-specific requirements directly on the client’s CRM profile, making it easy to reference these files during project planning and review.
Contacts (CRM > Contacts)
Attach files to individual contacts within the CRM, such as contact-specific contracts, client communications, or meeting notes, ensuring relevant files are available when engaging with specific contacts.