Upload to the library
Step 1: Upload a file
Choose Upload, pick the File, give it a Name and a Category (for example Licence, Contract, Invoice or Photo), and upload it.
Where to find it- Documents
Step 2: Add a new version
Open the file’s versions and choose Upload new version. Every uploaded version is kept and can be downloaded.
Attach files to records
- Customers, jobs, assets, agreements, shipments, tasks and many other records have a documents panel with Upload.
- Attached files also appear in Documents, where Attached to shows the record.
- PDF, images (PNG, JPG, WEBP, HEIC), Word, Excel, PowerPoint, OpenDocument, CSV and text files can be uploaded, up to 25 MB each.
Note: Files are kept in private storage. Each download uses a short-lived link issued after checking the person’s permissions.
Was this helpful?
If a step doesn’t match what you see, or you’re stuck, tell us and we’ll help. Email support@qlomack.com or call 7337546393.