How to Handle Records With Many Attachments

To handle records with many attachments, the files have to be more than storage. A record carrying eight documents needs them viewable, identifiable, and connected to the step they belong to.

Why document-heavy processes get messy

Attachments accumulate faster than any structure for them.

Several files in one field with no indication of what each is
Documents downloaded to be read, then edited offline
The wrong version attached and never noticed
Files uploaded but their data never captured

How to structure it

Separate fields for documents with distinct roles — invoice, contract, proof
Size and count limits per field, set deliberately
Inline viewing, so documents are read without downloading
OCR extraction, so the data enters the record rather than staying in the file
A connected documents table where the volume justifies it

How to configure it in Jestor

Create separate attachment fields in Jestor for documents with different roles.
Set the size limit and whether more than one file is allowed per field.
Add PDF blocks so each document displays inside the card.
Enable OCR so values and dates are extracted rather than retyped.
For high volume, create a connected documents table and surface it on the record.

Why choose Jestor for document-heavy processes?

Jestor can save an uploaded file to both the process table and a documents table, which is what allows a record-level view and a document-level view of the same file.

Because OCR meters by pages processed rather than by generic AI credits, cost stays predictable even on processes handling thousands of documents a month.

Frequently Asked Questions

Can I limit uploads to one file per field?

Yes, and set the size limit. See jestor.com.

Can several documents display on one card?

Yes, stacked as separate PDF blocks.

How is document reading charged?

Per page processed, separately from AI credits.

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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