Document Management built-in


The Attach tab provides a way of linking files to a record.

  • The System Attach tab can be added to any template.
  • Product Cards, Vendor Cards, Customer Cards, Invoices, Purchase Orders, Name Cards and many others automatically include the Attach tab.
  • Any file that can be uploaded and stored into a folder (such as a scanned document) can be linked through the Attach tab.
  • New Word documents, Excel spreadsheets or Powerpoint presentations can be created directly through the Attach tab.
  • Attachment paths can be user defined.
  • Attachment folder can be opened directly from the Attach tab.

The Attach Tab on the Customer Org card, showing one document attached to this record:


The Create New Attachment buttons: