A recipe is more than an ingredient list. Behind every formula there's a supplier spec sheet, a Certificate of Analysis, a lab report, a note about why you swapped one sweetener for another, or a reminder about a process step. When that information is spread across email threads, shared drives and spreadsheets, it gets hard to find. That usually happens at the worst moment: during an audit, a reformulation, or a handoff to a co-manufacturer.
Recipe Notes & Attachments gives each recipe its own space for this information. You can write formatted notes and upload supporting files, so everything about a product stays with the recipe it belongs to.
Plan availability: Recipe Notes & Attachments is available on the Professional and Enterprise plans.
Where to Find It
Open any recipe, then click the Notes & Attachments tab. It sits between Reports and Recipe Costing at the top of the recipe.
The tab has two sections:
Additional Recipe Notes: a text editor for written notes
Attachments: an upload area for supporting files
How to Add Recipe Notes
Open your recipe and click the Notes & Attachments tab.
Click inside the Additional Recipe Notes box and start typing.
Use the toolbar to format your notes. You can:
Change the text style using the Text dropdown
Apply bold, italic, underline or strikethrough
Add links, for example to a supplier portal or an internal SOP
Align text left, center or right
Change the text color or highlight important lines
Create bulleted or numbered lists
Use the undo and redo arrows to reverse or restore changes.
Click Save to keep your notes.
How to Upload Attachments
In the Attachments section, drag your files into the upload area, or click the area to browse your computer.
Select the file you want to attach. All file types are supported, including PDFs, images, spreadsheets and documents. Each file can be up to 5MB.
Repeat for any other documents you want to keep with this recipe.
Click Save to keep your changes.
What to Keep in Notes & Attachments
Different teams use this space differently. Here are some common examples.
R&D and product development
Formulation history: "v3 replaced cane sugar with allulose to lower added sugars; texture slightly softer."
Benchtop trial results and sensory panel feedback
Target specs, such as moisture content, pH or water activity
Quality assurance and food safety
Supplier specification sheets and Certificates of Analysis (COAs)
Supplier allergen statements and cross-contact declarations
Critical process notes, such as bake temperatures, cooling times or metal detection checkpoints
Regulatory and labeling
Lab nutrition analysis reports used to confirm label values
Notes on how a claim was supported, such as the basis for a "Good Source of Fiber" claim
Certification documents, such as organic, kosher, halal, non-GMO or gluten-free certificates
Reviewer comments and sign-off notes before a label goes to print
Production and co-manufacturing
Batch instructions and scale-up notes for co-packers
Approved packaging artwork proofs
Handling or storage notes, such as "Store below 25°C, keep away from direct sunlight."
Why Recipe Notes & Attachments Matters
One source of truth for each product. Anyone opening the recipe can see the formula and the documents that support it in the same place.
Faster audit and inspection prep. When an auditor or customer asks for a supplier COA or allergen statement, it's already attached to the product instead of buried in an inbox.
Reformulations are easier to follow. Notes on what changed and why help your team avoid repeating failed trials or undoing a deliberate decision.
Smoother handoffs. New team members, co-manufacturers and consultants get the context they need without a long email chain.
Less risk from missing documents. Keeping certificates and lab reports with the recipe makes it easier to spot when a document is missing or out of date before a label goes to print.