Vedatrak 3.0 Online Help

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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


    
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