Files

Files can be uploaded against any document created in the software through the Files tab. These can include supporting photos, PDF files, various document types or videos. Full list of supported file format is available below.

File Attribues

There are various file properties available to enrich the experience around uploaded files content.

• Labels: File labels allow for more detail to be shown with files or photos to other users and clients, as these are shown together with the uploaded content, where applicable - for example on Quotations.

• Icons: Every file type comes with a deafult icon, which can be amended from a predefined list, to provide more convenience to

• Access: By default all files are publically accessible, this will include unrestricted viewers of the documents. To restrict the files to be accessed only by users of the platform, set use private access.

  • Access by Role: To restrict certain files to be accessible to certain group role of the platform you can specify a role.

• Consent - when consent disclaimer is enabled for a file, any user of the platform will be required to provide their consent for accessing the file's content. This is helpful for Risk Assessment disclaimers for examples.

File Sharing

To send a file, or a number of files by email - select the files and use "Send By Email" button. The content will be compressed (Zip) and queued for delivery and will arrive within next 2 mins.

Downloading

Click on any file to download or to view its content. To download a number of files in single action use the "Download" button, which will compress (Zip) and prepare your files for download under "filesDownload.zip".