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Home / Files / File Store

File Store

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:

A-Z Files are listed in alphabetical order of name
Z-A Files are listed in reverse alphabetical order of name
Oldest First Files are listed with the oldest to be imported into HQ at the top
Most Recent 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).
Email files 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.
Link files 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.
Upload files To add new files to the “Filestore”, click the Upload button and choose your files.
Delete files Click the checkbox at the bottom-right of every file you wish to delete, then click the “Delete” button.
Change Description 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.
Search 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.
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