Inbox & follow-ups·Beginner4 min read

Attach files to messages

Drop images, PDFs, and documents onto any compose surface in the inbox. 10 MB per file, 30 MB total, drag-and-drop anywhere on the panel.

In this guide

1. What you can attach
2. Picking files (three ways)
3. What happens when you click Send
4. Where attachments show up afterward
5. Viewing attachments
6. Common questions

Yesoma supports file attachments on four compose surfaces inside the inbox: the main reply composer, the case-send dialog ("Send from Yesoma" overlay), the log-customer-response dialog, and internal notes. The flow is the same everywhere — pick or drop files, send. The bytes upload directly from your browser to your private file vault, never through any in-between server, so attaching a 10 MB document feels instant rather than waiting on a slow round-trip.

1. What you can attach

Every compose surface accepts the same set:

Images — PNG, JPEG, WebP, GIF
Documents — PDF, Word (.doc, .docx), Excel (.xls, .xlsx), plain text, CSV

What it won't accept (you'll see a clear error before anything uploads):

Per-file cap: 10 MB
Combined cap per message/note: 30 MB
Max files at once: 10

The caps exist to keep email deliverability reasonable — most inbox providers truncate or bounce messages over 40 MB total, and our 30 MB combined cap leaves headroom for your email body, brand wrapper, and signature.

2. Picking files (three ways)

The Attach button. Every compose surface has a small dashed bar labeled "Or drop files here. Images + PDFs, 10 MB each." Click Attach to open your system file picker. Select one or many — you can re-open the picker to add more, up to 10 total.

Drag and drop, anywhere on the surface. Drop a file (or several) directly onto the inbox reply panel, the case-send dialog, the log-response dialog, or the internal-notes card. The whole surface turns violet with a "Drop to attach" overlay when you're dragging a real file over it. Drop the file and it appears in the picker bar exactly like you'd clicked Attach.

Reorder + remove. Each picked file shows as a thumbnail (images) or a labeled chip (documents). Click the × in the top-right of any file to drop it before sending.

3. What happens when you click Send

Yesoma asks Supabase for one short-lived upload URL per file. (You'll see a brief "Sending…" state.)
Your browser uploads each file in parallel directly to your vault. For most attachments this is the only step that takes noticeable time — a 5 MB image typically uploads in 2-4 seconds on a normal home connection.
Yesoma sends the email (for outbound surfaces) and records the attachment on the message thread so the inbox shows what was sent.

If any file fails to upload, you'll see a per-file error toast and nothing persists — the email doesn't go out half-attached. Retry usually works.

If the whole send takes longer than 90 seconds, a safety timeout fires with a clear error suggesting you try smaller files. This guards against any rare hang and means you'll never be stuck staring at a spinner forever.

4. Where attachments show up afterward

For outbound emails: the customer receives them inline in the email Yesoma sends on your behalf. Your inbox thread also shows thumbnails of what was sent, so you can scroll back later and see exactly what the customer got.

For inbound customer messages: files customers send (via WhatsApp, email, the website form, or by replying through the customer portal) appear under the message in the inbox thread, the same way your outbound attachments do.

For internal notes: attachments show as chips under the note body. Only your team sees them — the customer never does. Useful for screenshots of competitor pricing, photos of the worksite before/after, or PDFs you want to reference without emailing them out.

For log-customer-response: attachments behave like inbound files (because you're recording what the customer sent you on WhatsApp/SMS/in person). They appear in the thread tagged as inbound.

5. Viewing attachments

Images render as thumbnails in the thread. Click a thumbnail to open the full-size lightbox. ESC, clicking the dark backdrop, or clicking the X in the corner all close it.

PDFs and documents show as a labeled chip with a download icon. Click to download or open in a new tab — your browser decides based on the file type.

Video and audio files play inline (rare for service-business inbound, but supported if a customer sends one).

6. Common questions

Does the customer see internal note attachments? No. Internal notes — and any files attached to them — are visible to your team only. The customer never sees the note text or the files.

What if I attach the wrong file by mistake before sending? Click the × on the thumbnail in the picker bar. The file is dropped from the upload before send fires.

Can I attach files to a WhatsApp reply? Not currently — WhatsApp attachments need a different delivery path on the WhatsApp Business connection. For now the attachment bar only appears for email-channel replies. WhatsApp replies are text-only.

What's the difference between the four surfaces?

Inbox reply composer (the main case page) — full branded outbound email with logo, color, signature, and footer. Use for normal replies.
Case-send dialog ("Send from Yesoma" overlay) — same as the main composer but in a modal, accessible from the case card without opening the full case. Faster for one-line replies.
Log customer response — records a customer's reply that came in outside Yesoma (WhatsApp, SMS, in person). Goes into the thread as inbound; does not send anything to the customer.
Internal notes — team-only annotations on a case or customer. Never sent anywhere; just for your records.

My company restricts file uploads — can I disable attachments? There's no master switch today; if this matters for your workspace, email support@getyesoma.com.