Category
Search
Filter
  • All (1301)
  • AI Website Builder (365)
  • Domains (78)
  • Mailboxes (61)
  • Accounting Software (755)
  • For Resellers (449)
    • How to add a document to file storage and who can do it?
    The file storage can be used by: Users with the "Expert" plan; Users with the "Partner" plan and their clients; Users with the "Minimal" plan. There are two ways to upload documents to the "File Store": Click on the "+Add File" button and select the required document from your computer or other smart device: Send the document(s) to the email address directly to the file storage. If the files are sent by clients/suppliers who are not Site.pro users, it is necessary to add parameters to allow How to configure settings so that external suppliers can send files to the Accounting System? Documents can also be uploaded to the file storage by employees added to the company. Account → Employee's account → File uploads Upload the required document to the relevant company by clicking "+Add file" and selecting the desired file from your computer or other smart device. You can also send the document to the company's file storage by email: Individual company file storage email. Note. Only employees connected to the company in Site.pro or registered supplier contacts can send files to the company via email.
    › › ›
    Accounting Software

    How to add a document to file storage and who can do it?

    The file storage can be used by:

    1. Users with the "Expert" plan;
    2. Users with the "Partner" plan and their clients;
    3. Users with the "Minimal" plan.

      There are two ways to upload documents to the "File Store":

    1. Click on the "+Add File" button and select the required document from your computer or other smart device:
      Selecting a document for upload to File Store
      2. Send the document(s) to the email address directly to the file storage. If the files are sent by clients/suppliers who are not Site.pro users, it is necessary to add parameters to allow How to configure settings so that external suppliers can send files to the Accounting System?

      Documents can also be uploaded to the file storage by employees added to the company.

    Account → Employee's account → File uploads

    Upload the required document to the relevant company by clicking "+Add file" and selecting the desired file from your computer or other smart device.

    You can also send the document to the company's file storage by email: Individual company file storage email.

    File upload in company file storage interface

    Note. Only employees connected to the company in Site.pro or registered supplier contacts can send files to the company via email.

    People also found this article using these queries:

    • How can a document be uploaded to the file storage, and who has permission to do it?
    • What is the process for inserting a document into the file storage, and who is authorized to perform this task?
    • How do you place a document in the file storage, and which users are allowed to do so?
    • What steps are needed to save a document in the file storage, and who is permitted to carry them out?
    • How does one attach a document to the file storage, and who can access this function?
    • What is the method for adding a document to the file storage, and who is eligible to do it?
    • How should a document be included in the file storage, and who is able to complete this action?
    • What is the procedure to upload a document to file storage, and who can execute it?
    • How can someone transfer a document into file storage, and who has the rights to do it?
    • What are the instructions for putting a document into file storage, and who can follow them?
    • How is a document inserted into file storage, and who has access to this capability?
    • What must be done to store a document in the file storage, and who is allowed to perform this?
    • How do you move a document into the file storage, and who is authorized to handle it?
    • What is the way to add a document to file storage, and who can carry out this action?
    • How can you upload a document onto file storage, and who is permitted to do so?
    • What are the steps for placing a document in file storage, and who may do it?
    • How might a document be saved in the file storage, and who can manage this?
    • What is the approach to adding a document to file storage, and who is able to do it?
    • How does someone put a document into file storage, and who has the ability to do so?
    • What process is used to add a document to file storage, and who is permitted to use it?