How to Manage and Documents & Files

There are different approaches to organize files and documents depending on your needs and work flow.
Choose the one which suits best to you.

Simple: Attaching Limited Number of Files to each Record

If conditions given above apply, do the following: This option also has the advantage of displaying attached file names with each record on a tabular view.

Advanced: Attaching an Unlimited Number of Files to each Record

If conditions given above apply, do the following: This option requires more steps to display or attach files but allows you to attach any number of files to a record and also track some extra information about the file itself.



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