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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

Hello, @Karla Hernandez  

You can pre-upload files using the statement fields or the description of the fields you already have. 

 

If you have any doubts, please let me know. 

 

 

 


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:

 


Thank you for your response, has been very helpful.


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