- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
File Storage Plugin
Introduction
The File Storage Plugin is available for all Workbooks customers and can be found in the Script Library. It is an easy-to-use drag and drop method to store files eg. PDFs, external Transaction Documents or photos on any type of Workbooks record.
How it works
The File Storage Plugin gives the the user the ability to easily store files on any record. With an easy drag and drop functionality, any file on the user's computer desktop or file explorer can be copied into a field in Workbooks, which then stores this file onto the record. For example, if a Case record is used when a customer complains about damage to an item, photos can be moved into the field on the Case record for all departments to view and take the correct action, or a finance department could attach external Invoices or receipts to an Org record to show their purchase history.
Setting up the plugin
To set up the integration you must install the File Storage plugin into your Workbooks database. Click Start > Configuration > Automation > Plugins > Add Plugin.
From here, select Script Library and then File Storage
Select Install to begin the Plugin Installation.
- You will see an option to Continue. This will allow the processes in the background to install.
- An option will appear to set up the configuration within this setup, or by clicking Continue, it will finish the set up.
- After clicking Continue, a message will appear advising the plugin has been installed.
Then navigate to the plugin itself by clicking Start > Configuration > Email & Integration > File Storage to set up the Configuration of fields.
The same window will appear as step 2 above.
Clicking Add new will bring up another window with two fields: 'Record Type' and 'Field Label'. 'Record Type' refers to the Record you want to see this field on, in this instance Organisations has been chosen. 'Field Label' is the name of the field, in this instance it has been called 'File Storage'.
NOTE: This field can be added to any record type
Click Save for this window to close and the field will have been created on the record chosen.
Two options are given, 'Workbooks Files' and 'SharePoint'.
NOTE: As many fields as you like can be added. The fields can also be removed by clicking the three dots and clicking 'Remove this field'
To use the standard Workbook Files field follow this guide here.
To use the integration with SharePoint follow the guide here.