What it does
Most modules in Nautis let you attach files — pitch decks, contracts, financial models, photos, videos, and more. The upload experience is the same everywhere: a drop zone where you can drag a file in from your computer, or a click-to-browse picker. Files are stored against your organization and count toward your storage quota.
Who can use it
Anyone who can create or edit a record inside a module can attach files there. Some modules (Data Rooms, Documents & Templates) make file upload the main action; others (Tasks, Contacts, Notes, Pitch Decks) accept attachments as part of the record.
How to get here
Look for Upload, Attach, or Add file inside the module. Most upload dialogs include a dashed-border drop zone with text like Drag and drop a file here, or click to browse.
Step-by-step: uploading with drag-and-drop
Open the create/edit dialog.
Locate the upload zone (dashed border + upload icon).
Drag a file onto the zone. Border highlights.
Release. Filename appears with a remove icon.
Fill in required metadata.
Click Upload or Save.
Step-by-step: uploading with the picker
Click inside the upload zone (or Browse/Choose file).
OS file picker opens.
Pick file and confirm.
Filename appears, ready to submit.
Step-by-step: replacing or removing a selected file
Before submitting, click x next to filename.
Zone resets.
After save, delete from the record's detail view (e.g., delete attachment row in task, remove from data room).
Supported file types
Documents & Templates: PDF, Word, Excel, PowerPoint.
Pitch Decks: PDF, PowerPoint.
Data Rooms: any common type including large videos and ZIPs.
Profile photos and logos: JPG, PNG, WEBP, common images.
Tasks, Notes, Contacts: most everyday types.
Rejected files show a toast with allowed formats.
File size limits
Documents & Templates: 50 MB per file.
Pitch Decks: 50 MB per deck.
Data Rooms: 500 MB per file.
Other modules: typically 10-50 MB.
Over-limit shows File rejected toast.
Where your files live
Stored against your organization. Only people with module permission can see.
Count toward Storage Usage quota.
Deleting from a record removes from storage.
Tips & limits
Drag-and-drop = one file at a time in most modules. Use Data Rooms folders for multi.
Large files take longer — keep the tab open.
Rename on your computer before uploading for control over how it appears.
External sharing → see Sharing & public links.
FAQ
My file uploaded but is missing from the list.
Refresh the module or reload. Check for rejection toast.
Can I upload an entire folder?
Supported inside Data Rooms (preserves structure). Others = one file per upload.
What happens when I hit my storage quota?
Uploads blocked with error toast. Delete files or upgrade storage. See Storage Usage.
Are my files encrypted?
Stored on Nautis's secure infrastructure. Chat messages and certain sensitive integrations additionally encrypted at rest.
How do I share a file externally?
Use Data Rooms for tracked, optionally passcode-protected link. Pitch decks have their own share dialog. Otherwise download and send manually.