The filing cabinet is an electronic cabinet that allows you to store any relevant documentation in relation to the contact. These documents can be manually uploaded against the property or in other cases, you have the option to save system-generated documents into the filing cabinet.
Contents:
Step by step
1. Navigate into the example contact and click on the Filing Cabinet tab
2. To add a file into the filing cabinet, you can simply drag and drop the document or click into the cloud to upload
3. This will then upload the document into the filing cabinet and appear below within the files section
The system will automatically upload the document into the Default Folder from within the filing cabinet. However, you can select the folder prior to uploading the document, depending on where you would like to upload the file to.
4. Once upload, you have the option to view, download or send as email. This can be done by clicking on the document and selecting the desired option.
Additional information
Once the document has been uploaded, you can update the attachment/document settings by clicking on the spanner symbol in the bottom right-hand corner. This will then allow you to update the below settings:
- Name: - Here you can edit the name of the attachment/document
- Details: - Here you can add further information in relation to the attachment/document
- Share With: - Here you can select the view settings to everyone in the office or specific users
- Folder: - Here you are able to select the document folder that you would like this document to reside in. More information on how to create and/or edit folders can be found via the Setup Folder Knowledge Article
