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How to Add Attachments to a Meeting in Teamflect

Learn how to add attachments to Teamflect meetings to centralize documents for better collaboration.

Written by Myka

Teamflect allows you to attach files directly to your meetings, making it easy to keep relevant documents in one place. Whether you're sharing agendas, presentations, review documents, or reference materials, attachments help meeting participants prepare in advance and access important resources during and after the meeting.

This guide walks you through how to upload, manage, and access attachments within the meeting experience so your team can prepare, collaborate, and leave with clarity.

How to Add an Attachment

Step 1: Enable the Feature in Admin Center (Admins Only)

Before you can upload attachments, an admin needs to enable this functionality:

  1. Navigate to “General Settings”

  2. Toggle on the option: “Allow attachment uploads”

🛡️ Admin control ensures attachments are used within your company’s data governance policies.

Step 2: Add an Attachment to a Meeting

Once enabled:

  1. Open any 1-on-1 or Group Meeting in your Teamflect dashboard

  2. Click the “Add Attachment” button

  3. Select and upload your file

The attachment will immediately appear on the meeting page and is visible to all participants.

What Happens When Attachment Uploads Are Enabled or Disabled?

The Allow attachment uploads setting controls whether users can upload files to 1-on-1 and group meetings.

Setting

What happens

Enabled (ON)

Meeting participants can see the Add Attachment button and upload files to 1-on-1 and group meetings. Uploaded files are visible to the meeting participants.

Disabled (OFF)

Users cannot upload new attachments through the meeting interface. The Add Attachment button is expected to be unavailable while uploads are disabled.

🚨 Important: Disabling attachment uploads should not be assumed to delete previously uploaded files. If your organization needs to remove existing attachments or restrict access to previously shared files, confirm the behavior with Teamflect Support before changing this setting.

When Should Administrators Keep Attachment Uploads Disabled?

Administrators may choose to keep attachment uploads disabled when their organization has strict data governance or document-sharing requirements.

For example, an organization may prohibit employees from uploading confidential performance reviews, employee records, or internal documents to meeting pages. Keeping uploads disabled helps prevent users from adding new files through this feature.

If attachments are permitted only in specific circumstances, establish internal guidance for what can be shared and who should have access before enabling the feature.

HR-Focused Use Cases

1. Attach Review Forms or Career Frameworks

Managers can attach performance review templates or career growth documents to guide the 1-on-1 conversation.

2. Reference Project Docs in Group Meetings

Keep product briefs, timelines, or action plans directly linked to your recurring team meetings.

3. New Hire Onboarding Materials

Attach onboarding checklists, FAQs, or policy PDFs to recurring check-in meetings with new employees.

Final Thoughts

Adding attachments to your Teamflect meetings streamlines collaboration and improves meeting quality by bringing essential content directly into the discussion. No more digging through emails or chats — everything you need is right in the meeting view.

Encourage your managers and team leads to use this feature, especially for structured reviews, onboarding, and project syncs.

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