Questions by Category: "Documents"

The Grid View layout can be configured as the default view of your Documents tab across any record in any application of Apptivo. To achieve this, there are two means by which you can s...more

Apptivo’s Documents app allows you to add and store your business document securely. It allows you to add the documents and share them with any employee or a team without any hassle. ...more

The Adobe Flash plugin lets you hear and see Flash content on Chrome on your computer. Apptivo Documents App access Adobe Flash Player to upload documents from your computer. Let us wal...more

The Android App of Apptivo allows you to upload files from your native files, images on your mobile phone. This allows you to upload up to 20MB files from your android devices convenien...more

The iOS app of Apptivo allows you to upload files from your native files and images on your mobile phone. This allows you to upload up to 20MB files from your iOS devices conveniently. ...more

Login and access your Estimates app from your iOS device. Click on the estimates to view the overview page. Click on the Overview dropdown and select the Documents. ...more

The Android App of Apptivo enables you to view your documents in the Grid View on a single click. With this, you can easily view your documents as thumbnails. Steps to view in Grid View...more

Apptivo provides the ability to add customers to specific projects, so they can log in and view the progress of the project details using their own account. In addition, it allows you t...more

Sharing documents is very important, especially in an organization where restricted access to documents is unavoidable. You can also share this with the addition of a document to the Do...more

Documents, along with notes, appear in nearly every application. This is important because it allows your employees, and you, to store documents & files in a sharable & organize...more

Apptivo allows you to perform multiple functions on a record. You can add tasks, call logs, send emails, add notes, and add documents. Some records tend to have documents that are neces...more

The customer app allows you to store all information relating to your customers. These files can be attached to the related customer records. It allows you to share documents with your ...more

Yes, we provide "History" icon to view the history of the file. When you try to add same file or document from your computer, you will be informed with a message of "Rename the file or ...more

The common activities found in all objects such as projects, customers, etc like 360-degree view, call log, a news feed, calendar, follow-ups, tasks, email, notes, and documents are lin...more