# Files, Attachments, & Notes Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Files, Attachments, & Notes the right Productivity solution for you? Explore 14 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/197032/Files-Attachments-Notes/reviews

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Files, Attachments, & Notes

4.6 (14)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Files, Attachments, & Notes

Ease of use

4.6

Customer Service

4.9

## Showing most helpful reviews

Showing 1-14 of 14 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Salesforce Admin  
Financial Services  
Used the software for: 6-12 months

### "Instrumental in Lightning Transition"

September 29, 2021

4.0

Pros

This tool was super easy to install, integrate and implement! Super helpful while doing a phased rollout of Lightning to our teams where not all users had access to Lightning at that time.

Cons

Wish we could customize the actions available in the Lightning components, specifically hiding the trash can icon that can easily "delete all" files/notes/attachments on the record.

Review Source

ZG

Zachary G.  
Implementation Architect  
Marketing and Advertising  
Used the software for: 6-12 months

### "What we have been missing!"

December 3, 2019

5.0

Overall, it is useful. Many of my clients have requested something like this and I was fortunate to come across this. I also only use the free version, which accomplishes what I need. A feature to add that would be cool is maybe folders. Possibly object folders, so that on Accounts, in the Files, Attachments & Notes related list, you could see you have an Opps folder, a contact folder, and a cases folder. Then click into these to see the attachments and their related details.

Pros

The simply functionality it accomplishes is what has been missing from the Appexchange. I enjoy that I can filter to just display notes, files, or just attachments. I also like the view you see when you click into the Files, Attachments & Notes related list. This larger view is way more informative.

Cons

The only thing I can think of is that the filters don't stay when you leave. So if I set it to only show the attachments of child records from within the Parent record, it will revert back to showing all if I refresh or leave and return. Not at all a deal breaker, but just something I noticed.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing Files, Attachments, & Notes

I couldn't find another product that does this! The only other option is to create a custom Salesforce object to treat as a folder. But this method is much more manual.

Review Source

LV

Les V.  
Principal consultant  
Chemicals  
Used the software for: I used a free trial

### "Are you not already using this"

December 18, 2023

3.0

Pros

Simplicity, and basic tools doing what we already know.

Cons

Same as the pros. Basic tools that we don't need to complicate, but everyone else seems to want to.

Review Source

AM

Andrea M.  
Counselor  
Education Management  
Used the software for: 2+ years

### "Easy to use"

May 19, 2021

5.0

Pros

This is a great software for sharing notes, attachments and files with others, especially those too big for email!

Cons

Not everyone knows how to use this software, so it takes a bit of time to learn how to navigate.

Review Source

JJ

Jay J.  
Salesforce Consultant  
Oil & Energy  
Used the software for: 6-12 months

### "Great for Transition to Lightning"

September 28, 2021

4.0

Overall it's been great,

Pros

It's great for orgs moving from classic to lightning, that keeps all of the notes and attachments together in one place, versus separating them all out individually

Cons

The only downside is the heavy component piece within a lightning layout. This causes a delay in the load time for pages. If this was lighter, it would be more beneficial

Review Source

AS

Ariel S.  
IT Consultant  
Education Management  
Used the software for: Less than 6 months

### "Amazing files product"

December 3, 2019

5.0

It's been great, since implementing, I have had no reports of bugs or complaints about any technical issues. User feedback has been really good and it took me almost no time to implement

Pros

My users have a hard time finding attachments related to child records with standard Salesforce files. This product allows them to not only see everything but also filter between attachments and files and the objects they are attached to. It makes it really easy and fast for them to find what they need without having to know where it's related.

Cons

It sets the default view to filter out attachments and I wasn't able to set that up. Having a setting would be nice since in my case we don't want to filter them at all.

Review Source

BM

Brian M.  
Sr. Program Manager  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Great app"

December 3, 2019

4.0

Pros

This app helps fix an issue inherent to SFDC and allows all of the files, notes, and attachments that are associated with records to be rolled up under the related account. It really helps us with file management at the account level.

Cons

Since attachments are being deprecated by SFDC it would be nice to not include them at all. Also, the app doesn't have the same functionality for Notes in Lightning, would be nice for that to be improved since the native Notes feature is great.

Review Source

JK

Jeff K.  
Chief Executive Officer  
Information Technology and Services  
Used the software for: Less than 6 months

### "Files, Attachments, & Notes a great AppExchange solution for a basic Salesforce need"

September 28, 2021

5.0

Great product and if the bugs we found are fixed certainly a 10/10 product.

Pros

As a Salesforce AppExchange solution, it's simple to implement this product. The price was free which was fantastic and it does what it says it will. It provides a view of the related notes, files, and attachments from a parent (most useful on the account page showing contacts, opportunities, etc). A great option for anyone to consider.

Cons

There were some bugs in the product like notes appearing multiple times based on each date it was edited instead of only appearing once. We raised this to the development team and hopefully will see a fix someday as they were able to at least respond to the feedback on the bug in the product.

Review Source

SC

Scott C.  
Enterprise Admin  
Media Production  
Used the software for: Less than 6 months

### "Awesome!"

December 12, 2019

5.0

Their team is responsive with text issues like date/time and update was done within a day.

Pros

We needed this to help transition users from Classic to Lightning. Implementation was easy and it does what it's supposed to do.

Cons

No issues so far. It had minor tweaks and I wish I had more options of either adding the component to the top or bottom of the page. Text does not always wrap around.

Reason for choosing Files, Attachments, & Notes

This product works with Lightning which solved our use case.

Review Source

MT

Michael T.  
Sales Operations Manager  
Computer Software  
Used the software for: Less than 6 months

### "Great product"

December 16, 2019

5.0

Pros

Installed the application on our sandbox and production - so far so good with ease of use!

Cons

I haven't found an issue yet so far. Still trying to get comfortable with the application.

Review Source

kB

kyle B.  
rev ops analyst  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Love this product!"

September 29, 2021

5.0

Pros

Overall, I love how easily it fits into our SFDC workflow. Barely any configuration time!

Cons

Haven't really used the Task MGMT use case, so can't speak to that!

Review Source

RW

Ryan W.  
Solution Architect  
Transportation/Trucking/Railroad  
Used the software for: Less than 6 months

### "Awesome software"

October 11, 2021

5.0

We have saved 1 minute per transaction with our reps. Great time and cost-saving.

Pros

The product is easy to use and critical to our workflow.

Cons

We have not experienced any cons from this software.

Review Source

AU

Alona U.  
Salesforce Administrator  
Telecommunications  
Used the software for: I used a free trial

### "Very convenient tool"

December 12, 2019

5.0

Pros

quickly installed, easy to manage and use, very helpful while migrating to salesforce lightning

Cons

everything is fine, have found no drawbacks so far

Review Source

HW

Hannah W.  
Solution Engineer  
Information Technology and Services  
Used the software for: I used a free trial

### "Great for files/attachments"

September 28, 2021

5.0

Pros

This software makes it very easy to attach/track files, attachments and notes.

Cons

I think this software is up to par; there isn't anything I like least.

Review Source

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