The file attachments feature in Cadence allows you to store documents and files directly within lead records. 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.
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 file attachments to be enabled 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").
Enable file attachments by checking the "Enable file attachments" box.
When enabled, attendees can attach documents and files to lead records.
Save your configuration changes.
Open the Cadence mobile app on your device.
Navigate to the "Leads" section in your event.
Select a lead from your leads list.
Tap on the "Resources" section to expand it.
The Resources section displays the number of attached files in parentheses.
Tap the "+" button to add a new file.
Choose a file from your device to upload.
Wait for the file to upload and appear in the Resources list.
Tap on any file in the list to view or download it.
Use the delete option (if you have admin permissions) to remove files if needed.
Troubleshooting
If you cannot attach files to leads, check that:
The "Enable file attachments" option is turned on in Lead Settings
You have the appropriate permissions for the event
Your mobile app is updated to the latest version
You have a stable internet connection for uploading files