Files & people fields
These field types attach documents and images to a record, or link it to people in your system.
File
One or more file attachments of any type.
- Stores: attached files (documents, PDFs, spreadsheets, archives…).
- Behaves: lists the attachments on the record; upload, download, and remove them. With custom file categories enabled in System settings, files can be organized by category (e.g. contract, final).
- Use for: contracts, invoices, specs, any document that belongs to the record.
Image
Image attachments, previewed as thumbnails.
- Stores: image files.
- Behaves: shows thumbnails inline; accepts only images (otherwise identical to File).
- Use for: product photos, logos, avatars, screenshots.
- File vs. Image: use Image when you want thumbnail previews and only images; use File for any file type.
Users
One or more users from your system.
- Stores: links to real people (not free text).
- Behaves: a user picker; assignments drive notifications and can be used in automation — e.g. notify the assignee on a status change.
- Use for: owner, assignee, reviewer, account manager.
To link a record to another record (not a user), use a relationship field — see Linked records.
