Attaching Notes and Attachments In An Organization
Adding notes and attachments to an organization is a crucial feature for maintaining detailed records and facilitating effective communication. Notes can be used to document important information, such as meeting outcomes, strategic decisions, or reminders, directly related to the organization. These notes can be added on the Details page, ensuring that all relevant information is easily accessible to users who interact with the organization. By attaching these notes, team members can keep track of key insights and decisions, ensuring that everyone is aligned and informed about the organization’s activities and strategies.
In addition to notes, the ability to attach files, documents, and other relevant materials directly to the organization enhances the platform’s utility. These attachments can include anything from contracts and presentations to images and spreadsheets, providing a centralized repository for all critical documents associated with the organization. This feature supports better organization and collaboration, allowing team members to quickly find and reference important materials as they work on projects and make decisions.
How To Attach Notes And Attachments To Organization
To add a note,
Hover over the "Settings icon in the sidebar and select Organizations". Click on the "ID" of the required organization.
You will be directed to the organizations details page, where you can view "Notes And Attachments" section.
Click on "Add Notes" button. A window appears.
Enter the "Title" and "Description" of the note and click "OK".
The note is created successfully and can be viewed in its section.
To attach a file to the note,
Click on the "Attach" icon in the window, below the description box.
Select the file that you want to attach to the note.
Document: The supported file types are .docx, .pdf and .csv format.
Image: The supported file types are .jpg and .png format. Maximum file size limit 50 MB.
Audio: The supported file type is .mp3 format. Maximum file size limit 50 MB.
After the file is attached to the note, click "OK".
The note is created successfully with an attachment linked to it.