Upload images and documents to your collections from the Files section, then attach them to notes and tasks from the editing screen.
Go to Knowledge - Documents in the left navigation. You will see your base "collection" and any sub-collections you may have, and the files in them. To upload a new file, click the Upload button in either the Documents or the Media table. They work the same, but the system treats media (images and video) differently from documents, so they are displayed separately.
Collections work like folders: you can create sub-collections inside any collection to group related files. For example, you might have a collection "Investments" with sub-collections per property, each containing that property's documents.
To create a sub-collection: open a collection and use the + Add sub-collection button.
To rename or delete a collection: use the menu next to the collection name in the list. Note that you cannot delete a collection that still contains files or has sub-collections.
To move files from one collection to another, open the collection where the file is located and click the Move button to select a new destination collection.
Files are not "attached" directly - they are only referenced from the rich-text content of a note or task. This means that the same file can be referenced from multiple notes without needing to upload it again.
In the note or task editing screen, use the toolbar in the content area to insert a document or image. You will be able to browse your existing collections and select the file, or upload a new one on the spot.
Just like notes and tasks, collections can be shared into groups. Go to the collection detail page and use the sharing panel to share it with a group. Members of that group will then be able to view (and, if they are content editors, manage) the files in the collection.
Sharing a collection also shares its sub-collections.