Knowledgebase articles
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
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- Outreach Authentication
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- Sync Organisations to Outreach Accounts
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- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
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- Sync Outreach Tasks/Calls/Meetings to Workbooks
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- Introduction to Reporting
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- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
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- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
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- Sagelink
- Introduction to Transaction Documents
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- Releases & Roadmap
Using File Storage
Last updated : 2nd February 2022
On an Organisation record you should now see a field created by the plugin.
You can drag and drop any file type into this section from a user’s desktop or File Explorer.
- A link to this Knowledge Base Article.
- Refreshes the folder.
- Opens File Explorer to add new files.
- Can be dragged down to make the field larger to view all files.
NOTE: This folder can also be added as a Tab on any record. To do this navigate to Configuration > Customisation > Record Types > Organisations (or whichever record you choose to add to) > Fields (tab), find the field you created and then click the checkbox to ‘Show as Tab’.