Uploading files

The Uploads feature is present throughout the Flowlens application.

The Uploads tab of a sales lead

An Uploads tab will display within the following:

  • Contacts
  • Companies
  • Addresses
  • Enquiries
  • Sales Leads
  • Sales Quotations
  • Sales Orders
  • Projects
  • Job Cards
  • Parts
  • Purchase Orders
  • Sales Invoices
  • Purchase Invoices
  • Sales Credit Notes
  • Purchase Credit Notes
  • Services
  • Service Job Cards
  • Service Quotes
The Enquiries 'Uploads' Tab (highlighted)

Uploading a file
 To upload a file, click on 'Choose files' from the Uploads tab and select the file you wish to upload.
Choose Files button (highlighted)
  • A warning message will display if the upload failed.
  • Should the upload save successfully, users will see a green confirmation message display.
Newly uploaded files will display in a customisable list within the tab.

As can be seen in the above image, users can edit, download or delete uploaded files. 

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