Document Management built-in
The Attach tab provides a way of linking files to a record.
- The System Attach tab can be added to any template.
- Product Cards, Vendor Cards, Customer Cards, Invoices, Purchase Orders, Name Cards and many others automatically include the Attach tab.
- Any file that can be uploaded and stored into a folder (such as a scanned document) can be linked through the Attach tab.
- New Word documents, Excel spreadsheets or Powerpoint presentations can be created directly through the Attach tab.
- Attachment paths can be user defined.
- Attachment folder can be opened directly from the Attach tab.
The Attach Tab on the Customer Org card, showing one document attached to this record:
The Create New Attachment buttons: