Difference between revisions of "Adding files"
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== Summary == | == Summary == | ||
| − | You can add files (PDFs, documents, spreadsheets, etc.) to your Stock, | + | You can add files (PDFs, documents, spreadsheets, etc.) to your Stock, Units, Sales and Purchase accounts and more in Platinum. |
== More Information == | == More Information == | ||
| Line 9: | Line 8: | ||
=== Adding Files === | === Adding Files === | ||
| − | * Select the stock, | + | * Select the stock, unit, customer, supplier or job, etc. to which you want to add a file. |
* Go to the {{DataPrompt|Media}} tab. | * Go to the {{DataPrompt|Media}} tab. | ||
* Press the {{Button|Add File}} button. | * Press the {{Button|Add File}} button. | ||
| Line 18: | Line 17: | ||
*;{{DataValue|Spreadsheet Files}}: Spreadsheets and workbooks such as Microsoft Excel files. | *;{{DataValue|Spreadsheet Files}}: Spreadsheets and workbooks such as Microsoft Excel files. | ||
*;{{DataValue|Presentation Files}}: Presentation files such as Microsoft Powerpoint files. | *;{{DataValue|Presentation Files}}: Presentation files such as Microsoft Powerpoint files. | ||
| + | *;{{DataValue|Audio Files}}: Compressed audio files such as .mp3 and .m4a files. | ||
* You will now be asked for the location of the files to add (This location will be remembered for the next time you want to add a file). | * You will now be asked for the location of the files to add (This location will be remembered for the next time you want to add a file). | ||
* Select if you want to {{Button|Move}} or {{Button|Copy}} the file (This will be remembered for next time). If you choose {{Button|Move}}, the original file will be deleted. | * Select if you want to {{Button|Move}} or {{Button|Copy}} the file (This will be remembered for next time). If you choose {{Button|Move}}, the original file will be deleted. | ||
| Line 24: | Line 24: | ||
=== Adding Pictures === | === Adding Pictures === | ||
| − | See also another article specifically about [[Adding | + | See also another article specifically about [[Adding pictures|adding pictures]]. |
=== Adding Videos === | === Adding Videos === | ||
| − | See also another article specifically about [[Adding | + | See also another article specifically about [[Adding videos|adding videos]]. |
| + | |||
| + | === Viewing Previews === | ||
| + | Platinum will show a preview of an attached file on screen if supported for that file type. | ||
| + | |||
| + | {{Warning|text=Images, videos, PDFs, documents and spreadsheets can all usually be previewed, although for some files it depends on you having associated software installed on your PC. | ||
| + | * For example PDF files can be previewed only if you also have {{DataValue|Adobe Reader DC}} installed on your PC.}} | ||
== See also == | == See also == | ||
| − | * [[Adding | + | * [[Adding pictures]] |
| − | * [[Adding | + | * [[Adding videos]] |
| − | * [[How do I | + | * [[How do I upload unit pictures from my phone or tablet?]] |
| − | * [[How do I | + | * [[How do I upload stock pictures from my phone or tablet?]] |
| + | * [[How do I email files?]] | ||
| + | |||
| + | {{KB_Tags|adding files, media, attach, attachment, attachments, pdf, pdfs, store, stored, document, documents}} | ||
| + | {{TShoot}}{{KB_PL}}{{KB_SL}}{{KB_ST}}{{KB_VS}}{{KB_WS}} | ||
| − | |||
| − | |||
{{KB_Ref|GR86}} | {{KB_Ref|GR86}} | ||
Latest revision as of 05:52, 13 October 2020
Contents
Summary
You can add files (PDFs, documents, spreadsheets, etc.) to your Stock, Units, Sales and Purchase accounts and more in Platinum.
More Information
You can attach many types of file to various records in your system.
 | Files are backed up when you back up your data - excessively large files may slow down your back up procedure or fill your back up media. |
Adding Files
- Select the stock, unit, customer, supplier or job, etc. to which you want to add a file.
- Go to the "Media" tab.
- Press the [Add File] button.
- From the "Files of type" option choose the type of file that you want to add. You can currently choose from:
- 'Image Files'
- Many types of image files are supported, e.g. .jpg and .png.
- 'PDF/XPS Files'
- Scans or printout files.
- 'Document Files'
- Documents such as Microsoft Word files.
- 'Spreadsheet Files'
- Spreadsheets and workbooks such as Microsoft Excel files.
- 'Presentation Files'
- Presentation files such as Microsoft Powerpoint files.
- 'Audio Files'
- Compressed audio files such as .mp3 and .m4a files.
- You will now be asked for the location of the files to add (This location will be remembered for the next time you want to add a file).
- Select if you want to [Move] or [Copy] the file (This will be remembered for next time). If you choose [Move], the original file will be deleted.
- Choose the file.
- Your file will now be added to the end of the list.
Adding Pictures
See also another article specifically about adding pictures.
Adding Videos
See also another article specifically about adding videos.
Viewing Previews
Platinum will show a preview of an attached file on screen if supported for that file type.
 | Images, videos, PDFs, documents and spreadsheets can all usually be previewed, although for some files it depends on you having associated software installed on your PC.
|
See also
- Adding pictures
- Adding videos
- How do I upload unit pictures from my phone or tablet?
- How do I upload stock pictures from my phone or tablet?
- How do I email files?
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Tags
GR86
