Adding files

Summary

You can add files (PDFs, documents, spreadsheets, etc.) to your Stock, Vehicles, Sales and Purchase accounts and more in Platinum.

You can attach many types of file to various records in your system.

Files are backed up when you back up your data - excessively large files may slow down your back up procedure or fill your back up media.

Select the stock, vehicle, customer, supplier or job, etc. to which you want to add a file.
Go to the "Media" tab.
Press the [Add File] button.
From the "Files of type" option choose the type of file that you want to add. You can currently choose from:
'Image Files'

Many types of image files are supported, e.g. .jpg and .png.

'PDF/XPS Files'

Scans or printout files.

'Document Files'

Documents such as Microsoft Word files.

'Spreadsheet Files'

Spreadsheets and workbooks such as Microsoft Excel files.

'Presentation Files'

Presentation files such as Microsoft Powerpoint files.
You will now be asked for the location of the files to add (This location will be remembered for the next time you want to add a file).
Select if you want to [Move] or [Copy] the file (This will be remembered for next time). If you choose [Move], the original file will be deleted.
Choose the file.
Your file will now be added to the end of the list.

See also another article specifically about adding pictures.

See also another article specifically about adding videos.