Storage files with your client records, documents...

On top of the general folder, Sellsy gives you the possibility to store files on any objects: contacts, clients, opportunities, catalogue.

It is a really convenient feature to keep your file with the right context, such as:

  • Construction blueprints, that you can attach to an invoice.
  • Client's logo or pictures that you can save on its record
  • A product document that you keep on the catalog record

With Sellsy, you can store any kind of file at the right place.

For example, let's take the example of a file on a client record.

On the client record, please find the Files tab:

(Note: display is similar for every Sellsy object that can store files)

In the open tab, you can see your file(s).

As for the general folder, you can create sub-files.

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