What is the possibility of pre-upload files, so they are available under cards as attachments and are downloaded as needed
NOTE: Templates contain macros that allow data upload to Client’s ERP
Solved
Pre-uploaded attachments in Pipefy
+2Best answer by Ana Gomes
Hi Karla, how are you doing today?
Excellent question! My sugestion is for you to host your file in a website (it doesn’t quite matter which one, as long as it is a web link and you can access the file by clicking in that link). After that, you can create a field in your pipe and add the link to the field’s description. In order to make it look nicer, you can even create a hyperlink. Take a look below:
Â
+8- Pipefy Staff
Hello,
You can pre-upload files using the statement fields or the description of the fields you already have.Â
Â
If you have any doubts, please let me know.Â
Â
Â
Â
- Pipefy Staff
- Answer
Hi Karla, how are you doing today?
Excellent question! My sugestion is for you to host your file in a website (it doesn’t quite matter which one, as long as it is a web link and you can access the file by clicking in that link). After that, you can create a field in your pipe and add the link to the field’s description. In order to make it look nicer, you can even create a hyperlink. Take a look below:
Â
Join us in the Pipefy Community! 🚀
No account yet? Create an account
Login with your Pipefy credentials
or
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.