The file attachments feature allows your team to store documents and files directly within lead records in Cadence. When enabled, users can upload product literature, signed documents, or reference materials to individual leads, making it easy to keep all lead-related resources in one place. This setting is managed in the Leads Configuration section of your event.
When to use
When sharing product literature with leads
When collecting signed documents from prospects
When storing reference materials for specific leads
When organizing lead-related documents in one central location
This feature requires admin access to enable in your event settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Leads" from the left sidebar navigation.
Click on "Settings" from the Leads submenu.
Locate the "Leads Configuration" section (formerly called "Badge scanning set-up").
Find the "Enable file attachments" checkbox.
Check the box to enable file attachments for leads.
When enabled, attendees can attach documents and files to lead records.
Click "Save" to apply your changes.
Verify the setting is active by checking a lead profile in the mobile app or web interface.
Troubleshooting
If users cannot attach files to leads, check that:
The "Enable file attachments" option is turned on in Lead Settings
Users have the appropriate permissions for the event
The mobile app is updated to the latest version
There is a stable internet connection for uploading files