HQ has the ability to store and retrieve any kind of file (Word, Excel and so on).
To View, Import or Retrieve files, go to View>Filestore on the menu.
The Filestore page will look similar to the following:
Each file in the Filestore is represented by a square icon with a small graphical label on its top-left corner representing its file type.
To view the files in a different order, choose from the options in the filter list. These are:
|Files are listed in alphabetical order of name
|Files are listed in reverse alphabetical order of name
|Files are listed with the oldest to be imported into HQ at the top
|Files are listed with the most recently imported into HQ at the top
Several function can be performed on files in the Filestore. These are:
|Open a file
|Click on the filename near the top of the file icon. This will start the application that created the file (if it is present on your machine).
|Click the checkbox at the bottom-right of every file you wish to email. The click the “Email” button. A email will be started with the checked files attached.
|Files can be linked to the record of any Person, Business and/or Job. Click the checkbox at the bottom-right of every file you wish to link and then click the “Links” button. Select the links in the usual way.
|To add new files to the “Filestore”, click the Upload button and choose your files.
|Click the checkbox at the bottom-right of every file you wish to delete, then click the “Delete” button.
|By default files are given their filename as their description. To edit a files’s description, click the pencil icon on the file in question and add your own text.
|Files are searched-for using the normal searching mechanism in HQ. To search for any word in a file’s description, simply enter that word in the main search bar and hit return. Files are given their own tab in the search page.