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Using File Storage

On an Organisation record you should now see a field created by the plugin.

You can drag and drop any file type into this section from a user’s desktop or File Explorer. 

  1. A link to this Knowledge Base Article.
  2. Refreshes the folder.
  3. Opens File Explorer to add new files.
  4. Can be dragged down to make the field larger to view all files.

NOTE: This folder can also be added as a Tab on any record. To do this navigate to Configuration > Customisation > Record Types > Organisations (or whichever record you choose to add to) > Fields (tab), find the field you created and then click the checkbox to ‘Show as Tab’.

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