How to attach written documents to a record
Being able to attach documents to a record means a deal, a ticket or a project can carry its own meeting notes, summaries and written context. In Jestor, each record or card can hold several documents, edited with the full text editor and available from a panel beside the record.
Why written context gets separated from the work
Notes from a client call go into a document. The deal lives in the CRM. Connecting them means pasting a link, which someone does the first three times and then stops.
Six months later, the record shows what was agreed and nothing about how the conversation went.
What this changes:
- Meeting notes stored away from the deal they describe
- Written context lost when an owner changes
- Links pasted between systems that eventually break
- One note per record, when a relationship generates many
What can live beside a record
| Document type | Attached to | Why it belongs there |
|---|---|---|
| Meeting notes | A deal or account | Context for the next conversation |
| Call summary | An opportunity | What was actually discussed |
| Requirements | A project | Scope where the work is tracked |
| Investigation notes | A ticket | Reasoning behind the resolution |
| Handover notes | Any record | Continuity when ownership changes |
Step by step to use it
- Open the record you want to document.
- Find the documents panel, alongside chat and tasks.
- Create a document, such as notes from a meeting.
- Write using the editor, which supports headings, lists, images, quotes, code and dividers.
- Add a second document when a new conversation deserves its own note.
- Return to the record and find the full written history in one place.
Why several documents per record matters
A single notes field turns into an undated wall of text that nobody reads. Separate documents keep each conversation, each phase and each handover distinct, which is what makes the history actually usable months later.
- Several documents per record: one per meeting or phase
- Full editing tools: headings, lists, images, quotes and code
- Panel beside the record: alongside chat and tasks
- No longer isolated: documents connected to the work rather than separate
Frequently Asked Questions
Can a record hold more than one document?
Yes. Each record or card can carry several documents. See jestor.com.
What formatting is available?
Headings, lists, numbered lists, images, quotes, code blocks and dividers, among others.
Where do the documents appear?
In a panel beside the record, alongside chat and tasks.
Video Tutorial: Step by Step
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