Documents, links, and notes on a card
Attach files, paste external links, and keep notes on a maintenance card.
What it is
Each card can carry the evidence and conversation around the work: uploaded files, notes, activity, and optional links to files that live elsewhere.
What you can do
- Upload documents to the card
- Add an HTTPS link (for example a Google Drive or Dropbox share URL) — Pleno stores the link, not a live sync of the cloud folder
- Add and delete notes
- Review the activity log
- Attach invoice extracts found in financial documents (where available)
- Paste a Gmail source URL when the card came from email
Who can do it
Council members with access to the card. Some destructive actions (for example deleting certain attachments) may require admin permission.
Limits and things to know
- There is no Google Drive or Dropbox browse integration. Paste a shareable HTTPS link when the file should stay outside Pleno.
- Document storage and AI indexing limits follow your plan.
- Vendor quotes may appear on cards created or enriched from email AI extraction (Pro).