Files

What it is for

Files is the vault for your company's documents (price lists, contracts, catalogs, flyers). All of them stay encrypted on this computer. Photos, audio and files that contacts send stay in the conversations themselves; documents requested by checklist stay in Document collection.

Before you start

• Gather the files you usually send to customers.

Step by step

1. Open Files in the Customers sidebar group.
2. Click Add files and pick, for example, "Clinic price list.pdf".
3. Use search and filters to find the file later.
4. To send it to a customer, use Attach in the Inbox message box.

All the actions on the screen

Add files

Imports one or more files from your computer. Example: the whitening contract (R$ 890) as a PDF.

Search by file or tag

Filters by name or tag. Example: type "cleaning".

Type

Image, Video, Audio, Document or Other.

Origin

Received from customer, Sent to customer or Added manually.

Contact

Shows only one contact's files. Example: what Fernanda Costa sent.

Period

Limits by the date the file was added.

Sort

Newest, Oldest, Largest or Name (A–Z).

List and Grid

Switch how you see the files. The grid shows thumbnails.

Preview, Open, Copy name and Delete

In the row menu: Preview shows the file without leaving the screen, Open opens it on the computer, Copy name copies the name and Delete erases it (with confirmation).

Load more

When there are many files, loads the rest of the list.

Shortcuts

• ⌘K opens the palette; ⌘J opens the assistant.

Common problems

I cannot find a photo the customer sent. It may live only in the conversation; filter by Origin: Received from customer.
I want to send a file. Use Attach in the Inbox; this screen is for storing and looking up.

See also

• Document collection
• Inbox
• Listings