Custom Books makes it easy to attach files to lists and documents, keeping essential business records organized and right where you need them.

Benefits to Your time and Your business:

• Save Time: Find documents when and where you need them.

• Stay Organized: Keep customer, vendor, transaction files and documentation backup together in one platform.

• Seamless Attachments Management: Enjoy clear visibility, fast uploads and easy access to your files.

• Multi-File upload and Types: Upload single or multiple files at once and choose from multiple file types such as documents, images and screenshots.

• System-wide: The Attachments feature is available throughout CustomBooks.

• Free Storage: 2GB comes with each subscription for free.

• Need more? Purchase additional GB(s) for a nominal charge.

Centralize your documents, simplify your workflows, and keep important business records at your fingertips.

Watch a demo of the CustomBooks Attachments feature now:

For Training or Support on Attachments contact the Professional Services team and schedule an appointment:

Discover Professional Services - Demo and Discovery with CustomBooks™