---
title: Add record notes, images, and attachments
description: Authorized portal users can view, create, and update notes on HubSpot records, including notes with supported images or file attachments.
---

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KNOWLEDGE BASE

Getting Started & Administration

[Create, select, synchronize, and open customer portals](https://woodsportal.digitalwoods.io/en/resources/docs/create-select-synchronize-and-open-customer-portals)[Install WoodsPortal and complete first-time setup](https://woodsportal.digitalwoods.io/en/resources/docs/install-woodsportal-and-complete-first-time-setup)[Manage themes and integrations](https://woodsportal.digitalwoods.io/en/resources/docs/manage-themes-and-integrations)[Track jobs, notifications, and product updates](https://woodsportal.digitalwoods.io/en/resources/docs/track-jobs-notifications-and-product-updates)[Use guided help and manage administrator settings](https://woodsportal.digitalwoods.io/en/resources/docs/use-guided-help-and-manage-administrator-settings) 

Authentication & User Access

[Configure multi-factor authentication for a portal](https://woodsportal.digitalwoods.io/en/resources/docs/configure-multi-factor-authentication-for-a-portal)[Invite portal users and manage portal access](https://woodsportal.digitalwoods.io/en/resources/docs/invite-portal-users-and-manage-portal-access)[Link newly created records to a portal user contact](https://woodsportal.digitalwoods.io/en/resources/docs/link-newly-created-records-to-a-portal-user-contact)[Review and revoke active sessions](https://woodsportal.digitalwoods.io/en/resources/docs/review-and-revoke-active-sessions)[Set up an authenticator app, backup codes, or a passkey](https://woodsportal.digitalwoods.io/en/resources/docs/set-up-an-authenticator-app-backup-codes-or-a-passkey)[Sign in to a WoodsPortal customer portal](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-a-woodsportal-customer-portal)[Sign in to WoodsPortal as an administrator](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-woodsportal-as-an-administrator)[Switch between available hubs and portals](https://woodsportal.digitalwoods.io/en/resources/docs/switch-between-available-hubs-and-portals)[Verify your email and recover account access](https://woodsportal.digitalwoods.io/en/resources/docs/verify-your-email-and-recover-account-access) 

Portal Design & Navigation

[Configure a WoodsPortal Open Access CRM page](https://woodsportal.digitalwoods.io/en/resources/docs/configure-a-woodsportal-open-access-crm-page)[Configure portal navigation and menu items](https://woodsportal.digitalwoods.io/en/resources/docs/configure-portal-navigation-and-menu-items)[Configure the portal dashboard and dashboard cards](https://woodsportal.digitalwoods.io/en/resources/docs/configure-the-portal-dashboard-and-dashboard-cards)[Customize portal branding and the login experience](https://woodsportal.digitalwoods.io/en/resources/docs/customize-portal-branding-and-the-login-experience) 

CRM Records & Associations

[Build portal record forms with conditional associations](https://woodsportal.digitalwoods.io/en/resources/docs/build-portal-record-forms-with-conditional-associations)[Choose and resynchronize HubSpot objects](https://woodsportal.digitalwoods.io/en/resources/docs/choose-and-resynchronize-hubspot-objects)[Configure associations and association labels](https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels)[Configure record search, filters, pipelines, and stages](https://woodsportal.digitalwoods.io/en/resources/docs/configure-record-search-filters-pipelines-and-stages)[Configure table, board, detail, and preview experiences](https://woodsportal.digitalwoods.io/en/resources/docs/configure-table-board-detail-and-preview-experiences)[Control property visibility and editability](https://woodsportal.digitalwoods.io/en/resources/docs/control-property-visibility-and-editability)[Create and edit CRM records from a portal](https://woodsportal.digitalwoods.io/en/resources/docs/create-and-edit-crm-records-from-a-portal)[Manage record associations and association cards](https://woodsportal.digitalwoods.io/en/resources/docs/manage-record-associations-and-association-cards)[Navigate nested related records in a portal](https://woodsportal.digitalwoods.io/en/resources/docs/navigate-nested-related-records-in-a-portal) 

Files & Collaboration

[Add record notes, images, and attachments](https://woodsportal.digitalwoods.io/en/resources/docs/add-record-notes-images-and-attachments)[Preview, download, and copy links to files](https://woodsportal.digitalwoods.io/en/resources/docs/preview-download-and-copy-links-to-files)[Understand WoodsPortal file storage and download limits](https://woodsportal.digitalwoods.io/en/resources/docs/understand-woodsportal-file-storage-and-download-limits)[Use My Drive and Shared Drive](https://woodsportal.digitalwoods.io/en/resources/docs/use-my-drive-and-shared-drive)[Work with record email and activity history](https://woodsportal.digitalwoods.io/en/resources/docs/work-with-record-email-and-activity-history) 

Permissions & Security

[Configure object and resource permissions](https://woodsportal.digitalwoods.io/en/resources/docs/configure-object-and-resource-permissions)[Create custom portal roles](https://woodsportal.digitalwoods.io/en/resources/docs/create-custom-portal-roles) 

Automation & Integrations

[Add the WoodsPortal client module to HubSpot CMS](https://woodsportal.digitalwoods.io/en/resources/docs/add-the-woodsportal-client-module-to-hubspot-cms)[Install the WoodsPortal HubSpot app and use CRM cards](https://woodsportal.digitalwoods.io/en/resources/docs/install-the-woodsportal-hubspot-app-and-use-crm-cards)[Understand contact access webhooks](https://woodsportal.digitalwoods.io/en/resources/docs/understand-contact-access-webhooks)[Use WoodsPortal timeline events and workflow actions](https://woodsportal.digitalwoods.io/en/resources/docs/use-woodsportal-timeline-events-and-workflow-actions) 

Developer Resources

[Choose a WoodsPortal SDK adapter](https://woodsportal.digitalwoods.io/en/resources/docs/choose-a-woodsportal-sdk-adapter)[Use the WoodsPortal JavaScript SDK and WoodsCLI](https://woodsportal.digitalwoods.io/en/resources/docs/use-the-woodsportal-javascript-sdk-and-woodscli)

[All documentation ↗](https://staging.woodsportal.digitalwoods.io/resources/docs)

Files & Collaboration

# Add record notes, images, and attachments

October 14, 2026By [Admin](https://woodsportal.digitalwoods.io/en/resources/author/admin)

Authorized portal users can view, create, and update notes on HubSpot records, including notes with supported images or file attachments.

## Add a note

1. Open an authorized CRM record in the customer portal.
2. Open the Notes section.
3. Select the action to add a note.
4. Enter the note content.
5. Add an image or file attachment when needed and permitted.
6. Save the note.
7. Confirm that the note appears in the portal history and the corresponding HubSpot record activity.

## Permissions

- Viewing notes requires access to the record and the relevant note permission.
- Creating or updating a note requires note write permission.
- Adding an attachment also requires the relevant file access.

## Troubleshooting

- If the Notes section is missing, confirm the record layout and permissions.
- If an attachment fails, review file permissions, file limits, and upload status.
- Use the displayed timestamps and pagination controls to find older activity.

![KB-COL-01 two-way-notes](https://woodsportal.digitalwoods.io/hubfs/Imported_Blog_Media/KB-COL-01_two-way-notes.png)

*Figure: Two-way notes shared between the customer portal and the corresponding HubSpot record.*

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WOODSPORTAL

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WOODS PORTAL**Documentation topics**

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Getting Started & Administration

[Create, select, synchronize, and open customer portals](https://woodsportal.digitalwoods.io/en/resources/docs/create-select-synchronize-and-open-customer-portals)[Install WoodsPortal and complete first-time setup](https://woodsportal.digitalwoods.io/en/resources/docs/install-woodsportal-and-complete-first-time-setup)[Manage themes and integrations](https://woodsportal.digitalwoods.io/en/resources/docs/manage-themes-and-integrations)[Track jobs, notifications, and product updates](https://woodsportal.digitalwoods.io/en/resources/docs/track-jobs-notifications-and-product-updates)[Use guided help and manage administrator settings](https://woodsportal.digitalwoods.io/en/resources/docs/use-guided-help-and-manage-administrator-settings) 

Authentication & User Access

[Configure multi-factor authentication for a portal](https://woodsportal.digitalwoods.io/en/resources/docs/configure-multi-factor-authentication-for-a-portal)[Invite portal users and manage portal access](https://woodsportal.digitalwoods.io/en/resources/docs/invite-portal-users-and-manage-portal-access)[Link newly created records to a portal user contact](https://woodsportal.digitalwoods.io/en/resources/docs/link-newly-created-records-to-a-portal-user-contact)[Review and revoke active sessions](https://woodsportal.digitalwoods.io/en/resources/docs/review-and-revoke-active-sessions)[Set up an authenticator app, backup codes, or a passkey](https://woodsportal.digitalwoods.io/en/resources/docs/set-up-an-authenticator-app-backup-codes-or-a-passkey)[Sign in to a WoodsPortal customer portal](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-a-woodsportal-customer-portal)[Sign in to WoodsPortal as an administrator](https://woodsportal.digitalwoods.io/en/resources/docs/sign-in-to-woodsportal-as-an-administrator)[Switch between available hubs and portals](https://woodsportal.digitalwoods.io/en/resources/docs/switch-between-available-hubs-and-portals)[Verify your email and recover account access](https://woodsportal.digitalwoods.io/en/resources/docs/verify-your-email-and-recover-account-access) 

Portal Design & Navigation

[Configure a WoodsPortal Open Access CRM page](https://woodsportal.digitalwoods.io/en/resources/docs/configure-a-woodsportal-open-access-crm-page)[Configure portal navigation and menu items](https://woodsportal.digitalwoods.io/en/resources/docs/configure-portal-navigation-and-menu-items)[Configure the portal dashboard and dashboard cards](https://woodsportal.digitalwoods.io/en/resources/docs/configure-the-portal-dashboard-and-dashboard-cards)[Customize portal branding and the login experience](https://woodsportal.digitalwoods.io/en/resources/docs/customize-portal-branding-and-the-login-experience) 

CRM Records & Associations

[Build portal record forms with conditional associations](https://woodsportal.digitalwoods.io/en/resources/docs/build-portal-record-forms-with-conditional-associations)[Choose and resynchronize HubSpot objects](https://woodsportal.digitalwoods.io/en/resources/docs/choose-and-resynchronize-hubspot-objects)[Configure associations and association labels](https://woodsportal.digitalwoods.io/en/resources/docs/configure-associations-and-association-labels)[Configure record search, filters, pipelines, and stages](https://woodsportal.digitalwoods.io/en/resources/docs/configure-record-search-filters-pipelines-and-stages)[Configure table, board, detail, and preview experiences](https://woodsportal.digitalwoods.io/en/resources/docs/configure-table-board-detail-and-preview-experiences)[Control property visibility and editability](https://woodsportal.digitalwoods.io/en/resources/docs/control-property-visibility-and-editability)[Create and edit CRM records from a portal](https://woodsportal.digitalwoods.io/en/resources/docs/create-and-edit-crm-records-from-a-portal)[Manage record associations and association cards](https://woodsportal.digitalwoods.io/en/resources/docs/manage-record-associations-and-association-cards)[Navigate nested related records in a portal](https://woodsportal.digitalwoods.io/en/resources/docs/navigate-nested-related-records-in-a-portal) 

Files & Collaboration

[Add record notes, images, and attachments](https://woodsportal.digitalwoods.io/en/resources/docs/add-record-notes-images-and-attachments)[Preview, download, and copy links to files](https://woodsportal.digitalwoods.io/en/resources/docs/preview-download-and-copy-links-to-files)[Understand WoodsPortal file storage and download limits](https://woodsportal.digitalwoods.io/en/resources/docs/understand-woodsportal-file-storage-and-download-limits)[Use My Drive and Shared Drive](https://woodsportal.digitalwoods.io/en/resources/docs/use-my-drive-and-shared-drive)[Work with record email and activity history](https://woodsportal.digitalwoods.io/en/resources/docs/work-with-record-email-and-activity-history) 

Permissions & Security

[Configure object and resource permissions](https://woodsportal.digitalwoods.io/en/resources/docs/configure-object-and-resource-permissions)[Create custom portal roles](https://woodsportal.digitalwoods.io/en/resources/docs/create-custom-portal-roles) 

Automation & Integrations

[Add the WoodsPortal client module to HubSpot CMS](https://woodsportal.digitalwoods.io/en/resources/docs/add-the-woodsportal-client-module-to-hubspot-cms)[Install the WoodsPortal HubSpot app and use CRM cards](https://woodsportal.digitalwoods.io/en/resources/docs/install-the-woodsportal-hubspot-app-and-use-crm-cards)[Understand contact access webhooks](https://woodsportal.digitalwoods.io/en/resources/docs/understand-contact-access-webhooks)[Use WoodsPortal timeline events and workflow actions](https://woodsportal.digitalwoods.io/en/resources/docs/use-woodsportal-timeline-events-and-workflow-actions) 

Developer Resources

[Choose a WoodsPortal SDK adapter](https://woodsportal.digitalwoods.io/en/resources/docs/choose-a-woodsportal-sdk-adapter)[Use the WoodsPortal JavaScript SDK and WoodsCLI](https://woodsportal.digitalwoods.io/en/resources/docs/use-the-woodsportal-javascript-sdk-and-woodscli)

[All documentation ↗](https://staging.woodsportal.digitalwoods.io/resources/docs)

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## Product

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## Solutions

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© 2026 DigitalWoods Technologies Inc.WoodsPortal is a DigitalWoods product.

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