The file attachment feature in CustomBooks™ allows users to upload and store files in CustomBooks™ and associate them to a document or item. Any file type can be uploaded – store an item’s specification sheet, a receipt for a purchase, or a picture of an inventory item.

There are button labeled Attachments in the locations where this feature is available. See the screenshot below for an example of the Attachment button on the Sales Order list view.

To Upload a New File

1. Navigate to the document or an item where you’d like the file to be uploaded.
   
2. Click the Attachment button. A File attachments tab will open.
3. Clik on Add button. You can choose to upload a single file, multiple file, add an external link and paste an image.
   
4. You can drag the files or click the Select from disk button in the popup window and browse for the file you’d like to upload.
   
5. Click OK.
   
6. Enter a Note of the file. (optional)  
   
7. Click OK/Upload.
   

Viewing/Downloading Attached Files

To View or Download an Attached File

1. Navigate to the location where the file is located.
   
2. Click the Attachments button. A list of files that have been uploaded will be displayed.
   
3. Double-click the file you want to view or download.  The file will be saved to the default download location that has been specified in your browser’s settings.
   

Deleting/Replacing an Attached File

To Delete or Replace an Attached File

1. Navigate to the location where the file is located.
   
2. Click Attachments button. A list of files that have been uploaded will be displayed.
   
3. Highlight the file to delete.
   
4. Click Delete or right-click on the file then choose Delete.
   
5. Follow the instructions provided in Uploading a New File to replace the file.
   

Additional Information on the File Storage Feature

• The maximum size for an individual file is 50 megabytes (50 mb).
  
• The total space available for an account is limited to 2 gigabytes.
  
• The filename must not be greater than 255 characters.
  
• File names do not need to be unique, even when two files are uploaded to the same location. This means that uploading a file with the same name as one that exists in the location will not overwrite the existing document.
  
• Only files may be uploaded, not folders.
  
• The structure of uploaded files is flat, folders are not currently supported except if it is in a compressed zipped folder (.zip).
  
• A .zip file is a type of archive file that is used to compress and bundle multiple files and folders into a single file. This format helps reduce the overall file size, making it easier to store and share.
• When browsing for files, the file must reside in a file system that is accessible and local to the operating system. Browsing to online services such as Dropbox or Google Drive is not supported.