Adding and finding files

Keep files such as quotes, contracts and PDFs with the contact or folder they belong to. That way you can always find them.

Adding files

• Dragging: open the contact's archive (or a folder), go to the Files tab and drag files from your computer into it.
• Import: in the archive or the folder, click Import at the top and choose one or more files.
• Attachments: attachments of emails you receive or send are added to the contact automatically.
• Scanning: choose ☰ > New > Scan to scan a paper document.

Viewing a contact's files

Open the contact's archive and click the Files tab. Click a file to view it below.

Use the funnel next to Type to show only files of one kind, for example only invoices or manuals. You only see the types that occur for this contact.

Use Search... at the top right to search the content of files too.

Changing the file type

Give a file the right type, for example Invoice, Contract or Manual. That makes it much easier to find in the archive and in the file list.

Directly on an attachment

Email attachments automatically get the type Attachment. You change it straight away on the email itself:

1. Open the email. The attachments are at the bottom right.
2. Click the tag icon next to the attachment.
3. Choose the right type, or search for it.

Via Properties

1. Click ☰ next to the file and choose Properties.
2. Choose the right file type.
3. Change the Description if you like, or tick Private or Highlight.
4. Click Save.

What else can you do with a file?

Click ☰ next to the file.

• Send as attachment: a new email to the contact opens straight away, with the file as an attachment. Handy for quickly forwarding a document.
• Convert to PDF: make a PDF of, for example, a Word document. Ideal before sending a document to a customer.
• Copy file...: make a copy. Handy if you want to edit an attachment you received without changing the original.
• Link to Contact and Link to Folder: also link the file to another contact or to a folder.
• Add reminder: get a reminder about this file later.
• Highlight, Private and Delete.
• Versions...: view earlier versions of a file and restore one. Read more: Editing files and version control

Using the desktop version? Via ☰ > Go to > Files you see all files of all contacts in one list.

Read also: A contact's archive