Attachments

Files can be attached to almost any record – clients, engagements, employees, tasks, findings, invoices and register entries. Working with files is the same everywhere in the system.

This page is an overview of the module. The detailed description of working with files in a task is in Task attachments.

Features

• Version history – each change keeps the previous version of the file.
• Edit in the browser – Office files (through Euro-Office, OnlyOffice or Collabora Online), DOCX, text and Markdown files open in an integrated online editor without downloading.
• PDF – convert files to PDF; annotate, fill in and digitally sign PDF documents with a qualified electronic signature, one at a time or in bulk.
• Tags – files can carry tags for filtering.
• Links – every file has a unique address that can be shared. See Share a link to a task or file.
• Activity log – every action on the file is recorded.

Works together with

Clients · Engagements · Digital Employee File · Tasks · Invoices · Audit · Employee Requests · Leaves