Attachments tab

Pour :Administrateur

View of the 'attachments tab' page

The Attachments tab gathers all of a contact's attachments: photocopies of ID cards, proof of address, SEPA mandates, contracts, marriage contracts, education certificates, volunteering agreements, etc.

Instead of searching for a document in an inbox or a shared folder, you find it in two clicks from the contact's profile.

The tab is accessible from each contact profile (/app/contact/fiche?id=...) by clicking on the Attachments panel at the top of the profile.

What can be attached?

The tab accepts two types of complementary attachments.

Type	Accepted format	Storage
Document	PDF, image (JPG, PNG, GIF)	Hosted on the Unisoft CDN, downloadable in one click
External link	URL (drive, shared folder, Notion, Trello…)	No copy: it's just a shortcut

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Prefer the document if possible

A file hosted on Unisoft remains accessible even if the original author leaves the community or loses access to their drive. An external link is more convenient for large volumes (videos, archives), but it becomes a dead link the day the sharing on the third-party side is revoked.

Add a document

1. 1

   Open the add modal

   Click on Add a document at the top right of the Attachments tab.

2. 2

   Name the document

   Give it a short and explicit name: "SEPA Mandate 2026", "Proof of address", "Signed volunteering contract". This name will appear in the list.

3. 3

   Drag and drop the file

   In the upload area, drag your PDF or image — or click to choose a file from your disk. Upload starts immediately and a preview displays.

4. 4

   Validate

   The document is attached to the contact and appears in the list.

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Drag and drop directly

You can drag a file from your computer's explorer onto the hatched area of the modal. Handy when you process several supporting documents in a row.

Accepted formats

The uploader accepts image/* formats (PNG, JPG, GIF, WebP…) and application/pdf. For a file of another format (Word, Excel, ZIP), export it to PDF first before adding it; otherwise store it in a drive and use an external link instead.

Add an external link

Adding a link works on the same principle as documents.

1. 1

   Click on Add a link

   The button is at the top right of the Links block (only visible if you have activated this section of the profile, or if the contact already has at least one link).

2. 2

   Name the link

   For example: "Cohen Family Drive Folder", "Volunteering Notion Space", "Event Photos".

3. 3

   Paste the URL

   Paste the full URL (starting with https://). Unisoft validates that it is indeed a web address.

4. 4

   Validate

   The link appears in the list as a clickable card.

Consult an attachment

On the profile, each document appears as a card with a file icon, its name (clickable), its add date, and a Delete button.

• Clicking on the name opens the document in a new browser tab (PDF or image inline).
• Clicking on Delete displays a confirmation: "Are you sure you want to delete this document?".

For external links, it's the URL itself that is opened in a new tab. The appearance is identical to that of documents, with a link icon rather than a file.

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Deletion is definitive

The document is erased from Unisoft storage. If you don't have a copy on your computer, you won't be able to recover it. Download it first if you want to archive it elsewhere.

Typical use cases

Case	What to attach?
SEPA mandate signed for an automatic direct debit	PDF of the mandate, named "SEPA Mandate - Cohen Family - 2026"
Proof of identity for a tax receipt of a large donation	Scan of the ID or certificate
Volunteering agreement	Signed PDF, dated
Framing letter of a multi-year pledge	PDF of the letter accompanying the pledge
Photos of an event the contact attended	Link to a shared Drive folder
Membership card scanned	JPG image of the front/back

Best practices

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A simple naming convention

Prefix the document name with its nature: "Mandate - …", "ID - …", "Contract - …". Your colleagues will find what they are looking for much faster.

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Check GDPR for sensitive documents

ID cards, proof of address and other personal documents are sensitive data. Check with your legal officer that their storage complies with your GDPR policy: explicit consent from the contact, defined retention period, access limited to authorized persons.

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Not a document management system

The Attachments tab is designed for a few files related to a contact, not to store dozens of documents per profile. For a documentary library, use an external drive and have a link point from Unisoft.

Articulation with other tools

• Supporting documents related to a specific payment (scanned check, received transfer, card receipt) should be attached to the payment in the Payments module, not here.
• The event photos are generally managed via the public pages (Funds, Campaigns) rather than in the Attachments tab.
• To store structured information related to the contact (a member number, a registration date, a free value), use the Custom fields instead.