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File Library

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File Storage
File Library Central Access (coming soon)
Attachments
Email Attachments (coming soon)

 

File Storage

Your account has a storage allowance of 10 GB (10 240 MB).  Should you reach your storage allowance, you can purchase more via the Billing page (subject to billing permission).

On the billing page, you can update your plan's products and purchase ‘Extra Storage’.  Additional storage is available in increments of 10GB. 
The additional storage takes effect immediately.

Note that the billing facility is generally only available to the account owner.

Note:  If you downgrade your extra storage, your files will remain, but you won't be able to add any new files unless you delete enough files to take you back to within your current storage allowance.

 

File Library Central Access (coming soon)

The File Library will contain all your attachments and provide a central area for file administration.

We will send an email alert to the Account Owner as well as an in-app notification to all account users when you are within 80%, then 90% and then 95% of your storage limit. 

 

Attachments

"Attachments" tabs are available for:

  • Products
  • Customers
  • Suppliers
  • Purchase Orders
  • Sales Quotes
  • Sales Orders
  • Assemblies
  • Warehouse Transfers

The attachments tab provides you with a facility to upload or attach associated files to your Products, Customers, Suppliers and Transactions (referred to as "entities" below).

We currently support uploading of the following file types:  gif, png, jpg, jpeg, bmp, pdf, csv, doc, docx, xls, xlsx, webp

Individual files can be a maximum of 20 MB in size.

Entities can have a maximum of 50 files attached to them, but an individual file can be attached to limitless entities.

Used and remaining storage is displayed underneath the attachments on all entities.

You can delete or detach files via the Attachments tab.  If you attempt to delete a file that is attached to other entities, you will be warned:

Drop files onto the upload area or click on "browse local files" to select files from your computer.

Once a file is uploaded, you can access it via "search uploaded files" where you can attach it to other master files or transactions:
Note:  This list is limited to the first 100 files matching the search filters.

Use the following filters to refine the list:

Images (will only display files of type gif, png, jpg, jpeg, bmp and webp) vs Documents (will only display files of type pdf, csv, doc, docx, xls and xlsx)

Recently attached (shows the files most recently attached to other master files or transactions)

Recently uploaded (shows the files most recently uploaded to the file library)

Most attached (shows the files with the most associations to other master files or transactions)

 

Email Attachments (coming soon)

When emailing documents from within Unleashed, you will have the option to include other files attached to the transaction.

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