How to view the documents as thumbnails in Apptivo?

Updated on December 24, 2019 05:41AM by Admin

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 necessary for future reference. It would be an added benefit if the documents are grouped with their respective records. You can organize them easily with records.

Apptivo enhances your experience by allowing you to view the document in table view and grid view.

For Instance: Let us consider adding a document in Contacts App.

  • Open the Overview page of a particular contact in the Contacts App.
Overview Page

  • Navigate to the ‘add document’ section on the Overview page.
Add Document

  • Select ‘Add Document’ to add documents from Computer, Google Drive, Dropbox, OneDrive, or links.
  • Once you upload the document, you can see that by default, the document is in the table view.
My Documents

  • Now, select the grid view icon to view the document as thumbnails.
Grid view turns out to be very helpful when you don’t remember the name of a document but remember the content of a document. You can locate it easily with this view.

Grid View

  • You can click a particular document to download it.

Note: In the Grid view, you can view documents of PDF, jpeg, and png format.

Related Links:

What are documents and how do I use them?