> For the complete documentation index, see [llms.txt](https://www.wonderly.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-documents-and-attachments-to-a-deal.md).

# Add documents and attachments to a deal

You can attach files and documents directly to a deal to keep proposals, notes, and supporting materials in one place. Wonderly gives you three options: 

1. Create a new document
2. Link an existing one
3. Upload a file from your device.

### Method 1: Create a new document

{% hint style="info" %}
**When to use:** You want to draft something from scratch, like internal notes or a proposal, and keep it tied to the deal.
{% endhint %}

1. Go to **Sales** → **Deals**.
2. Click the deal you want to add to.
3. Click the **Docs & Files** tab.
4. Click the **+** button.
5. Click **New Doc**.

{% embed url="<https://app.supademo.com/demo/cmobooxzo065hs2tquij6zisq>" %}

**Expected outcome**: A blank document opens automatically so you can start editing. The document is linked to the deal.

***

### Method 2: Add an existing document

{% hint style="info" %}
**When to use:** You've already created a document elsewhere in Wonderly and want to link it to this deal.
{% endhint %}

1. Go to **Sales** → **Deals**.
2. Click the deal you want to add to.
3. Click the **Docs & Files** tab.
4. Click the **+** button.
5. Click **Existing Doc**.
6. Use the **Filter…** bar to search by name, or browse to find the document manually.
7. Select the document.

{% embed url="<https://app.supademo.com/demo/cmoboxryj06irs2tq0o87ojx2>" %}

**Expected outcome:** The document appears on the deal's **Docs & Files** tab.

***

### Method 3: Upload a file from your device

{% hint style="info" %}
**When to use:** You have a file on your computer or phone that you want to attach to the deal.
{% endhint %}

1. Go to **Sales** → **Deals**.
2. Click the deal you want to add to.
3. Click the **Docs & Files** tab.
4. Click the **+** button.
5. Click **File Upload**.
6. Select the file from your device.

{% embed url="<https://app.supademo.com/demo/cmobp5ufx06qqs2tqsclhtw4j>" %}

**Expected outcome:** The file appears on the deal's **Docs & Files** tab.

**Supported file formats**

* **Images:** PNG, JPEG, GIF, WebP, BMP, AVIF, SVG
* **Documents:** PDF, Word (.doc/.docx), Excel (.xls/.xlsx), PowerPoint (.ppt/.pptx)
* **Video:** MP4, MOV, AVI, MKV, WebM
* **Other:** CSV, Text (.txt), ZIP archives

***

**FAQ**

**Can I delete a file or document I added?** Yes. You can delete any file or document from the deal at any time.

**Is there a file size limit?** Yes. The maximum file size for uploads is 50 MB.

**Can my client see these files?** Not by default. Files on a deal are only visible to your team unless you choose to share them through the client portal.

**Can I rename a document after creating it?** Yes. You can rename a document at any time after it's been created.