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How do I attach files to items or orders?

Guidance on attaching files in Katana

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 2 weeks ago

You can attach files (such as BOMs, design drawings, contracts, or manuals) to products, materials, sales orders, manufacturing orders, purchase orders, and other documents in Katana.

Since Katana does not currently support direct file uploads, you can add files by linking to them via cloud storage. This ensures your attachments are always up to date — if you update the file in your cloud platform, the link in Katana will automatically point to the latest version.


How to attach a file

Screenshot showing where to add a link in the Additional info section of Katana
  1. Upload the file to a cloud storage platform (e.g., Dropbox, Google Drive, OneDrive).

  2. Generate a shareable link to the file (or copy the file’s URL).

  3. Open Katana and navigate to the item or order where you want to attach the file.

  4. Go to the “Additional info” section of the card.

  5. Paste the link directly into the text field.

    • Optional: Use the Link button to attach the link to text (e.g., “Design drawing” or “Supplier contract”).

demo gif

Why links instead of uploads?

  • Keeps files always up to date — any changes made in your cloud storage will be reflected in Katana.

  • Avoids version control issues.

  • Works across multiple cloud providers.


.Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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