The Attachment feature allows merchants to include files in a conversation with customers, up to 25 per interaction. Each file can have a title, helping provide context like Invoice, Photo ID, or Terms and Conditions. By default, the file expiration period is 60 days from the date of upload.

This makes it easy to send important documents directly within a conversation, keeping everything in one place. Whether it’s a contract, quote, or image, the file appears alongside the message, ensuring the customer knows exactly what it’s for.

Files are securely handled, and the experience is designed to fit smoothly into your existing workflow.

⚠️
Warning
File size should not be more than 25 MB.

Merchant need to upload files one by one through API before attaching the files in upload-attachment action. Following are the references to upload, retrieve and delete files :

Related Actions

This action pairs well with the following actions:

signature

Union (required)

The upload-attachment action must be unioned with another action to determine which documents should be visible to the customer for review.

Macro level details for how union attribute behaves can be found within the Union documentation.

Features

Name	Type	Description	Rules
attachments	array	Array of uploaded file IDs by merchant. Examples: ["123e4567-e89b-12d3-a456-426614174000","9f8c6b3a-4d7e-11eb-ae93-0242ac130002"].

Example

Below is an example payload for adding an Upload-attachment action to a business process or blueprint.

{
    "type": "upload-attachment",
    "union": 1,
    "features": {
        "attachments": [
            "123e4567-e89b-12d3-a456-426614174000",
            "9f8c6b3a-4d7e-11eb-ae93-0242ac130002"
        ]
    }
}