Files

WebWorkstationMobile

Use contact files for IDs, signed forms, receipts, contracts, reports, and other documents that belong with a contact record.

The Files tab lists uploaded documents with categories, comments, and row actions.

Permission Required

Viewing, uploading, and editing files are separate CRM file permissions.

Upload Files

1. Open the contact profile.
2. Open Files or use the Files card on Overview.
3. Select the upload button.
4. Choose one or more files.
5. For each file, confirm the name, category, and optional comment.
6. Select Upload.

File names are editable before upload. The extension is kept from the uploaded file.

Scan Files From Desktop

On ZynoWorkstation, users with file create access can select Scan files. ZynoSuite requests a scan from the workstation scanner, uploads the scan as a PDF, and lets you name, categorize, and comment on the file.

Manage Existing Files

On a file row, available actions can include:

• Download the file.
• Rename or edit the file category and comment.
• Delete the file.

The full Files tab sorts files by name. The overview card shows the newest files first.

File Categories

Categories are managed by an administrator in Admin > ZynoCRM > File Categories. If the category you need is missing, ask an admin to add it.

Related

• File Categories
• Profile Overview