Vedatrak Online Help

Files

The Files module allows users to store documents and other files, like images and sounds, directly within the database. Each file can be linked to any location within Vedatrak. A sales rep, for example, can link a quotation spreadsheet to a specific contact or appointment.

Features

• Shared Files
  All files stored within the database are accessible to each user.

• File Properties
  All files have a set of basic properties included with the software. Additional custom properties may be added at your discretion.

• Easy File Retrieval
  All files are located directly within the linked location in Vedatrak. A quotation for a specific contact can be found within the contact's card, for instance.

• Linked Tasks
  Each file can be linked to a task. For instance, a manager can create a task for an assistant to proofread a spreadsheet stored in Vedatrak.

Files Contents

• Files Detail View
• Files List View
• Creating New Files
• Viewing and Editing Files
• Deleting Files