Administrators can attach files of various formats (including PDFs) to members and nonmembers if they need to save the files in the app and have quick access to them.
How to attach files
To attach a file, follow the next steps:
Go to Locations > Community > open the company or user.
Press
Addbutton in the "Attachments" section.
Select a file. It will be automatically added to the Attachments.
You can attach the files to the nonmembers on the Locations > Community > (...) Nonmembers page. Even if the user or company was removed from the Community, their previous attachments are saved.
Administrators can always access and view files from companies and users' profiles. Users cannot see their attachments.
How to remove files
If the file is irrelevant or wrong, you can remove in the following way:
Go to Locations > Community > open the company or user.
In the "Attachments" section, press on the (...) button and select
Remove.
Use Cases
When the company signs up for the office, they have to sign the contract, and administrators can attach the rental contract to the specific company.
Administrators might need to attach the user's verification documents, such as a photo of the ID, passport, etc.
If an individual user signs up a contract, you can attach it to the user so as to have quick access to it.