Files and attachments
Yellow stores binary files alongside your data. Use it for contracts, images, exports, scans — anything you want to keep with an instance instead of in a separate drive.
Where files live
Every file belongs to exactly one scope:
- Tenant-wide — files visible to anyone in the tenant with permission to see them. Useful for shared resources that are not tied to a specific record.
- Per-model — files attached at the level of a model definition. Less common; mostly templates and reference material that apply to every instance of that model.
- Per-instance — files attached directly to a specific instance. The most common case: the contract on a Customer, the photo on a Product, the export on a Report.
Files in one tenant are invisible from another. The same isolation that protects instance data also protects attachments.
Folders
Inside any file space you can create folders to keep things organised. Folders are just path prefixes — contracts/2024/ is a folder, not a separate entity. You can rename, move and delete them like any file.
A convention to know: the docs/ folder is treated as the documentation folder. Markdown files placed under docs/ are rendered as formatted help and can be browsed from the instance's Docs tab.
Working with files
From an instance:
- Open the instance and switch to the Files tab.
- Drag files in, or use the + button.
- Optionally create a folder first and drop files into it.
Each file shows its name, size, content type and upload date. Click to preview (for images, PDFs and text) or download.
Replacing and renaming
- Replace a file by uploading a new version with the same name.
- Rename by clicking the file name. Renaming a folder cascades to every file inside it.
Deleting
Deleted files follow the same soft-delete pattern as instances — they are marked deleted but not immediately purged from storage. An administrator can recover them within the retention window.
Cross-tenant files
A small set of files lives outside the tenant boundary and is shared by every tenant — the help articles you are reading right now, for example. These are managed by Yellow administrators and are not editable from the regular file tab.