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Files

You can use the client list as a file repository for important documents. All files are saved in a very secured cloud and protected from being destroyed. On the client card you will find a files module where you can upload files by selecting them or simply drag&drop it:

Every account has limits. The system will accept files where storage is available. you can check your storage status in your profile:

You will not be able to save files when storage is full. Files are also used as a repository for all files generated within the client profile. So all invoices, contracts, attachments will be saved here. When you choose to attach files you can also select files from your drive, not upload them every time.