In Severa, you can add files to customers, sales cases, and projects. This is convenient when you want to share files with your team members or project group.
- Customer Files & links section can be accessed from both Contacts & addresses and Collaboration tabs.
- Sales cases and projects Files & links section can be accessed from both Sales and Collaboration tabs.
You can add a new file by dragging it to the Files & links section or by clicking the Add files button and selecting a file from your computer.
Depending on the Severa edition in use, file storage is available as follows:
- Basic: 5 GB
- Business: 10 GB
- Platinum: 20 GB
- Enterprise: 50 GB
File storage is consumed by files added to customers, projects, invoices, travel reimbursements, and proposals. You can check the used file storage from any customer, sales case, or project at any time.
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