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Files

Every client has a Files tab for their documents and photos — contracts, warranties, permits, site photos. Open the client and click Files.

The Files tab on Goldie Locks: the breadcrumb Home, buttons to search, refresh, upload and add a folder, and the folders Permits, Photos and Warranties with when each was last changed

  • Find and organise files

    Folders, sorting, searching every folder at once, and moving things around.

    Find and organise files

  • Add files

    Upload from your computer, or save an email's attachments to the client.

    Add files

  • Open and share files

    Preview, download, copy a link, attach to an email or note, rename and delete.

    Open and share files

  • PDF tools

    Put a password on a PDF, take it off, or combine several PDFs into one.

    PDF tools

  • Send for signature

    Ask a client — or several people in turn — to sign a PDF electronically.

    Send for signature

  • Track signatures

    See who has signed, send a reminder, read the audit trail, or void a request.

    Track signatures

Who can do this

Everything on the Files tab needs Files Access. Without it the tab isn't shown. See Why can't I see something?

What's in Files — and what isn't

The Files tab holds what you put there. Files that arrive another way stay where they arrived:

These Are kept
Attachments on emails, notes and WhatsApp messages With the message, in the client's history. Save them to Files to keep a copy here.
Files in a custom field On the field
Files on a custom table row On the row