Open apps

Send a file to another app, or attach it to a job

Updated November 12, 2026

Every browser app has the same File › Send to menu. It lists the apps that can take the file you have open. The app you’re in isn’t on the list. Sending is free and uses no AI credits.

Send to another app

  1. Save your work first, if you want to keep your changes.
  2. Choose File › Send to, then the app.
  3. The other app opens in the same tab with the file ready, as when you drop a file on Your apps.

What each app does with it:

  • Cloud PDF: a PDF or Word file, ready to fill in and sign.
  • Cloud Sheets: a spreadsheet, as a new workbook.
  • Cloud Slides: a presentation; or a document whose headings become slides; or a picture on a new slide.
  • Cloud Photo: a picture, to edit.
  • Cloud Notes: any file, on a new page with the file attached.
  • Cloud Books: a PDF or a picture, as a new bill, a new receipt in the Receipt inbox, or a new estimate.
  • Cloud Chat: any file up to 25 MB, in the message box. Choose the conversation there.

The file stays in this browser until the other app opens it. It doesn’t leave your computer on the way.

Attach it to a customer or job

If you’re in an organization and can add to its company drive, the menu also has Attach to a customer or job….

  1. Choose File › Send to › Attach to a customer or job….
  2. Search for the customer or job. They come from your organization’s Cloud Books and Cloud Time.
  3. Choose it, then Attach.

The file goes into the company drive, in Jobs › the job’s name (or Customers › the customer’s name), and shows on the job in Cloud Books and Cloud Time. A file from My files is copied there; yours stays where it is. A file that’s already in the company drive stays where it is too.

Attaching doesn’t change who can see the file: everyone who can see the company drive can see it. Files in folders that Cloud Books or Cloud Time keep for some roles can’t be attached.

If you don’t see Attach

  • You’re not in an organization yet, or
  • you can view your organization’s company drive but not add to it. An owner or admin of the organization can let you edit it.

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