Tips and tricks

File library

File library is a tool for storing, viewing, and managing files linked to a specific object: a project, item, counterparty, etc. It allows centralizing all related documents, images, and other materials in one place

Its purpose:

  • storing photos, documents, certificates, and technical materials

  • creating covers and adding accompanying files for items

  • storing scans or copies of documents of counterparties (employees, clients, or suppliers)

  • attaching invoices, certificates of completion, photos, and other files related to the project

  • quick access to all important information within a single object

Adding a file

To add a file or image to a record, go to the "File library" section on the top panel of the record and click on the corresponding field to upload the file

You can select a file from your storage or drag and drop it into the corresponding field

Tools for working with files

A set of tools for downloading, editing, or deleting is available for each file

  1. Adding notes to the file (you can also change its name)

  2. Downloading the file to your device

  3. Deleting the file

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