Attach Documents to Notes

Overview

You can attach files to any note in URBI Kore. Photos from an inspection, a contractor quote, a PDF report, or any other file can be uploaded alongside your note so everything stays in one place.

Attaching Documents When Creating a Note

Step 1: Open the Note Creation Modal

Click the + button to start a new note.

Step 2: Click Add Documents

Below the text area, click the Add documents button (marked with an upload icon).

Step 3: Select Your Files

Your device's file picker opens. Select one or multiple files. There are no strict file type restrictions, so you can upload PDFs, Word documents, spreadsheets, images, and more.

Step 4: Review Attached Files

Selected files appear in an animated list below the button. Each file shows its name and a remove (X) button. You can add more files or remove any before submitting.

Step 5: Create the Note

Click Create note. Your files are uploaded and linked to the note automatically.

Viewing Attached Documents

Open any note to see its detail view. Attached documents appear below the note text with file type icons:

• Images (PNG, JPG): Show a small thumbnail preview

• Videos: Display a video file icon

• Audio: Display a music icon

• Archives (ZIP, RAR): Display an archive icon

• Other files: Display a generic file icon

Click any document to open it in a new tab. Files are accessed through secure signed URLs that refresh automatically.

Storage

Documents are stored securely in a private storage bucket. Each file is saved under the note's unique ID with a timestamp, so files with the same name on different notes will not conflict.

Tips

• Attach photos directly from an inspection walk-through to create a visual record

• Upload contractor quotes alongside an Action-type note so the team can review and follow up

• Keep file names descriptive (e.g., "lobby-water-damage-march-2026.jpg") for easier searching later