Files can be uploaded against a file in file manager in many places, including:
- File Manager
- Supplier Orders
- Cash Purchase
- Transfers
- Products
- Stock Periods / Cash Periods
- Bank Deposits
This article covers the process of uploading files directly within file manager; uploading files in other areas of Centegra Plus is covered in articles related to those sections.
To upload a file to file manager:
- Head to Company Settings > File Manager.
- Select the Folder that the file needs to be uploaded into in the Folders section.
- Select [UPLOAD FILE].
In the Upload File window, select [CHOOSE FILE] (or select to take a photograph, if using a phone/tablet device) then select the file to upload. Then:
- Title: Enter a title for the file.
- Tags: If applicable, select any Tag(s) to attach to the file.
Select [UPLOAD].
The file is now accessible within the selected folder.