How to Attach Multiple Documents to a Record

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

Open a record or card in Jestor — a CRM opportunity, for example.
Find the docs tool in the side panel, alongside chat and tasks.
Create a document on that record, such as meeting minutes.
Add a second document — a summary of the client conversation, for example.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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