You can attach files to your customers, sales cases and projects. This comes in handy when you want to share files with your team or project group.
- On customer, Files & links section can be accessed on Contact information and Collaboration tabs.
- On sales case and project, Files & links section can be accessed on Sales and Collaboration tabs.
To add new files, drag and drop a file to the Files & links section or use the Add files button to browse a file from your computer.
Depending on what version your organization is using, you have different amounts of file storage available:
- Basic: 5 GB
- Business: 10 GB
- Platinum: 20 GB
- Enterprise: 50 GB
Your file storage gets consumed by files you attach to your customers, projects, invoices, travel reimbursements and proposals. You can check the usage from any customer, sales case or project at any time.
When you use Visma Scanner mobile app to upload your receipts, the storage space is not consumed.
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