# Files and links

Hardfin allows you to attach both **files** and **links** to your project and asset records, making it easy to keep all relevant documentation and references centralized in one place.

## Overview

Files and links provide a flexible way to attach supplementary information to your assets and projects:

* **Files** - Upload documents, images, spreadsheets, and other files directly to Hardfin (all file formats accepted)
* **Links** - Attach URLs to external resources, websites, or online documentation

Both files and links can be attached to:

* **Projects** - Such as contract details, price lists, lease terms, master service agreements (MSA), and other commercial documents
* **Assets** - Such as procurement history, bills of materials, sales records, serial number documentation, and technical specifications

## Where to find files and links

You can access files and links from multiple locations in Hardfin:

* **Project details** - Navigate to a project and select the "Files and links" tab to view all project files and links
* **Asset details** - Navigate to an asset and select the "Files and links" tab to view all asset files and links

<figure><img src="/files/riAHRYpikVnmBnP1qBve" alt=""><figcaption><p>Files and links table on a project</p></figcaption></figure>

Files and links help you maintain comprehensive records for all your assets and projects, ensuring that important documentation is always accessible when you need it.

## Uploading files

Files can be uploaded directly through the "Files and links" tab on relevant pages.

To upload a file:

1. Navigate to the relevant detail page
2. Click on the "Files and links" tab
3. Click the "Upload a file" button
4. Select your file from your computer
5. The file will be uploaded and appear in the files and links table

**File requirements:**

* **All file formats are accepted** - Hardfin does not restrict file types
* **Secure storage** - All uploaded files are stored securely in your Hardfin workspace
* **Access control** - File permissions follow your project or asset access settings
* **Size limit** - 20MB per file

## Adding links

In addition to uploading files, you can attach links to external resources directly to relevant pages.

To add a link:

1. Navigate to the relevant detail page
2. Click the "Add a link" button in the quick actions menu
3. Enter the URL and an optional description
4. The link will be added to the files and links list

<figure><img src="/files/pPHM8Em8RjvgplkKV03Q" alt="" width="375"><figcaption><p>Add link window</p></figcaption></figure>

Links provide a convenient way to reference external documentation, manufacturer websites, warranty portals, or other online resources without needing to download and upload files.

## Managing files and links

Once uploaded or added, you can manage your files and links through the files and links table:

* **View** - Click on a file name to view or open the file
* **Download** - Download files directly to your computer
* **Delete** - Remove files or links that are no longer needed

{% hint style="info" %}
All changes to files and links are tracked in the [audit log](/monitor-the-details/audit-log.md), including when files or links are added or deleted. This ensures complete traceability for compliance and accountability purposes.
{% endhint %}

## Automatic file synchronization from HubSpot

If you have a [HubSpot CRM integration](/manage-your-account/integrations.md) enabled, Hardfin will automatically sync files from each HubSpot Deal directly to the new Hardfin Project when the project is created.

<figure><img src="/files/FslPLo0BOIeKu9dAgQ89" alt="" width="563"><figcaption><p>Audit record for HubSpot file sync</p></figcaption></figure>

**Automatic file synchronization**

* **Deal attachments** - Files associated with HubSpot deals are synced when the deal triggers project creation
* **Activity files** - Files attached to HubSpot activity are automatically downloaded and linked to the corresponding project
* **Centralized storage** - All HubSpot files are stored securely within your Hardfin project workspace
* **Access control** - File permissions follow your Hardfin project access settings
* **Real-time updates** - New files added to HubSpot are automatically pulled into Hardfin during regular sync cycles

HubSpot applies a [complex set of file size limits](https://knowledge.hubspot.com/files/supported-file-types), and Hardfin will automatically handle these limits when syncing files from HubSpot.

{% hint style="success" %}
Automatic file synchronization ensures that all project-related documentation from your sales process is immediately available to your operations and success teams without manual file transfers.
{% endhint %}


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