Attachments
How can I attach documents to my records? ๐
Ayoub Amine
Last Update 1 ๅนดๅ
Attachments allow you to add various documents to your records, including invoices, estimates, and expenses, helping you keep all related documents organized and easily accessible. ๐
How to upload attachments?
The method for adding attachments varies depending on the type of record. For records like invoices, estimates, etc., you can find the "Attachments" option in the menu actions bar on the view page.
For other types of records, the "Attachments" option is located in the item line actions.
You can then click on "Upload" to upload a new document. Once uploaded, you will have the options to "View", "Download", or "Delete" the attachment. Additionally, the "Name" field is an input area where you can rename your attachment.
For example, if you add attachments to an invoice, they will be accessible in the preview.
A credit represents one file upload to your records, regardless of file type or size. Each time you upload a document, one credit is deducted from your account.
How to add credits?
Attachments are credit-based and are only available with the Pro Plan. You can check your credits on your Subscription page and add more by navigating to "Attachments > Add Credits". After upgrading, you get 10 free credits. ๐งก
What is the max attachments per record?
You can add up to 3 attachments per record (e.g., 3 attachments per invoice). Maximum file size is 2MB per upload.
Do credits expire?
What happens if I run out of credits?
