In Severa, you can add files and links to customers, sales cases, and projects. This is convenient when you want to share material with your team members or project group in the same place where all other customer- or project-related information is collected.
Where to find the Files & links section
- Customer Files & links section can be accessed from both the Contacts & addresses and customer collaboration tabs. The files shown on the Contacts & addresses tab are customer-specific; files linked to the customer’s projects are shown in the Projects list on the customer collaboration tab.
- Sales cases and projects Files & links section can be accessed from both the Sales and Collaboration tabs. Both tabs show the same files and links for the project.
Adding a file or link
Add a new file by dragging it to the Files & links section upload area, or use the buttons in the section:
- Add files opens a file picker where you can select one or more files from your computer. When uploading from the customer view, you can at the same time connect the file to a specific project.
- Enter link saves a URL in the section instead of a file – convenient, for example, for sharing files stored in external cloud services.
- If your organization has the Visma Sign integration enabled, the section also shows the Sign documents button, which lets you send a document directly for electronic signing.
Adding files and links is only visible to users who have edit rights to the customer, sales case, or project in question.
File list details
For each row you can see the file type icon, file name (opens when clicked), file size, date added, and the name of the person who added it. From the quick actions on the row, you can edit the file details (for example, keywords) or remove the row. File size is not shown for links. If a file has been sent for signing with Visma Sign, the row also shows the signing status (sent / signed).
A file cannot be removed if it is already linked to a locked invoice (with paid status), a won or lost proposal, or an invoice template.
Storage space
Storage space is organization-specific, and its size is determined by your Severa subscription and any additional storage space add-ons – several levels are available up to one terabyte. Because the exact amount varies by subscription, it is better to check your own limit directly in Severa instead of using a static table.
Storage space is consumed by files added to customers, projects, invoices, travel reimbursements, and proposals. The used and total storage space is shown as a totals figure below the file list on the project’s Collaboration and Sales tabs, and in the Projects list on the customer collaboration tab.
Keywords: files, links, files and links, storage space, disk space, adding a file, signing, project file, contracts
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