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What are documents, and how do I use them?
Aug 19, 2012 11:50:37 PM by Apptivo FAQ
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Mohamed Javed
Documents, along with notes, appear in nearly every Apptivo application. This is important because it allows yourself, and your employees, to store documents & files in a sharable & organized manner.There are many excellent uses of the documents feature, such as storing sales proposals, project plans, contracts, standard procedural documents, or even project deliverables, such as reports, logos, design mock-ups, you name it! You can upload most file types, and can store an unlimited number of documents on a single item (if you have available storage space).If you run out of space, you can always upgrade your membership plan, or purchase space from the paid service store.
Documents work exactly the same across all applications, and will always be present in a similar “tabbed” layout. Clicking the Documents tab will reveal a listing of all previous documents, who uploaded them, and when they were uploaded
Steps to upload, download and delete documents
For this example, I clicked on the Customers App, and then viewed one of my customer.
- From customer overview page, move to "Documents" tab.
- Click on the “Upload” button, then select a file from your computer.
- A progress bar will appear, and once completed, you’ll see a message at the top of your screen.
- Now any other employees (with access to this customer) can download the file by clicking on the “File Name” link.
- Next to each file name you have the option to download or delete the document, or you can send the document to the customer via email (if you have these services)
