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How can I add a description to a file?

When a file is uploaded in an item's Detail View in Pipedrive, it may be helpful to provide a short description of the contents of that file.
Providing a description can save previous time when looking for important uploaded documents in your Pipedrive account.

To add a description to a file...

  • Go to the Detail View of an item in Pipedrive.
  • Find an uploaded file. If you have not uploaded a file, click on the Upload files button, select a file, and upload it to that deal, contact, or organization.
  • Click the ... button found to the right of that uploaded file, and select Add description.
  • in 140 characters, type out the description you would like to add to that file, and click Save.


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When that description has been added, it will appear in the Detail View, under the name of that uploaded file.

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