File Storage
File Storage allows you to add, view, delete and manage your files in one place. Each time you attach a file to matters, invoices, contacts, transactions, time entries, expenses, flat fees, etc., they will appear in your file storage area.
- File Storage Overview
- Navigating in File Storage
- Filtering, Sorting & Searching for a File or Folder
- Upload a File or Folder
- Moving files and folders
- Create a Folder in File Storage
- Deleting a Folder
- Rename a File or folder in File Storage
- Attach a file to an invoice
- Google Drive Integration
- Viewing Files in File Storage
- Access Files from the Contact menu