Adding files
From Catalyst
Contents
Summary
You can add files (PDFs, documents, spreadsheets, etc.) to your Stock, Units, Sales and Purchase accounts and more in Platinum.
More Information
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. |
Adding Files
- Select the stock, unit, 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.
- 'Audio Files'
- Compressed audio files such as .mp3 and .m4a 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.
Adding Pictures
See also another article specifically about adding pictures.
Adding Videos
See also another article specifically about adding videos.
Viewing Previews
Platinum will show a preview of an attached file on screen if supported for that file type.
 | Images, videos, PDFs, documents and spreadsheets can all usually be previewed, although for some files it depends on you having associated software installed on your PC.
|
Emailing Files
You can send stored files as an email attachment.
 | This requires the "SXMail" module to be installed. Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page if you don't have this in your system and would like to add it. |
See How do I send an email from Platinum? for more information about sending emails.
To email a specific file
You can email a single file directly from a "Media" tab:
- Select the stock, unit, customer, supplier or job, etc. which contains the file you want to email.
- Go to the "Media" tab.
- Find the file in the list.
- Press the [Email] button.
- This will bring up the "Send Email" window from which you can enter email address, subject and message etc.
- From here you can preview the attached file and amend the name as it will appear in the email if required, via the Attachments button.
- Press [Send] to send the email.
To email multiple files
Alternatively you can select and attach multiple files from various media sources:
- Select " Messages Email output New message".
- Click the Attachments button [Click to attach media...]
- On the " Available" side select from the drop-down box of sources of media that might be available at that point within Platinum.
- Press the [Add >] button for any file(s) you would like to attach to the email. These will be shown in the list on the right.
- From here you can preview the attached files and amend the names as they will appear in the email if required.
- Press [Close] when finished with the attachments.
- Press [Send] when ready to send the email.
See also
- Adding pictures
- Adding videos
- How do I upload unit pictures from my phone or tablet?
- How do I upload stock pictures from my phone or tablet?
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