Using Attachments and Linking

You can attach or link files to any Document in the system.

For example, a Customer Purchase Order, Product information or an Excel sheet can be uploaded, or linked to. In the latter case, you can set a link (URL, hyperlink, web address) to an external folder or file such as Dropbox.

Every Document has an action on the header bar and to the right of the Document name. Look for the paperclip icon.

Configure Sales-UsingAttachmnt

Five ways to link a document

When you click the paper clip icon, five new icons will appear.

Web Page Sales-Attachment and linking Documents snapshot

There are five ways to atttach/link to a Document. They are:

Attach File

Upload a file.

Link SO! Document

Link to another Salesorder Document.

Link to Web

Enter a URL.

Attach Google Doc

Upload a Google document, sheet, slide or any file type stored on Google Drive.

Link Google Doc

A link to a Google Drive file.

For Google files, you’ll need to give the system access to your Google account. You’ll be prompted with instructions from your Google Account to allow access.

If you encounter any permission issues, contact Because of Privacy and Security requirements, Google has a history of changing the behavior of their access mechanisms.

When you perform any of the above actions, the system will add a shortcut to the file you’ve linked or attached. This will be available to the users who have access to this Document type.

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