> ## Content Index
> Fetch the complete content index at: https://blog.jestor.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# How to Attach Multiple Documents to a Record
- URL: https://blog.jestor.com/attach-documents-to-records/
- Published: 2026-09-17T22:29:36.000Z
- Updated: 2026-09-17T22:29:36.000Z
- Author: Bruno Bannach

To **attach documents to records**, the document tool has to connect to the data rather than sit beside it. A single record can then carry several texts — meeting notes, a summary, a draft version.

## Why isolated documents lose their value

A document is only useful if it can be found from the thing it describes.

- Meeting notes written but never linked to the deal
- Documentation disconnected from the process it documents
- Versions of a draft stored as separate files
- Context that exists but nobody can locate

## What connecting documents enables

- **Meeting notes** attached to the opportunity they concern
- **Conversation summaries** kept with the client record
- **Multiple versions** — a first draft and a revision on the same record
- **Stacked or single view**, choosing whether to see all texts or one at a time
- **The same editor tools**, available inside the record

## How to use it in Jestor

1. Open a record or card in **Jestor** — a **CRM** opportunity, for example.
2. Find the docs tool in the side panel, alongside chat and tasks.
3. Create a document on that record, such as meeting minutes.
4. Add a second document — a summary of the client conversation, for example.
5. View them stacked together, or switch to one at a time.

## Why choose Jestor for contextual documentation?

Before this connection existed, documents lived in isolation from the rest of the system. **Jestor** now attaches them to records, which is what makes them findable from the thing they describe.

Because each record can hold several texts, version-style workflows work naturally: a first version above and a revision below, both on the same record.

## Frequently Asked Questions

### Can one record have several documents?

Yes, as many as the work requires. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Where do I find the docs tool on a record?

In the side panel, alongside chat and tasks.

### Can I view one document at a time?

Yes, or view them stacked together.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.