The document directory functionality is only available if you have Document Storage enabled for your AroFlo subscription. To find out more or to activate this feature, please call AroFlo Customer Support or log a request via the Helpbutton > Email Support.
AroFlo's Document Directory is a repository for those documents and photos that you need to use regularly, e.g. terms and conditions, pricing schedules, info sheets, product photos.
You can build a folder structure for easy access to your files, and you can easily add to your directory.
See Manage Documents and Photos for information on all other options for documents and photos including renaming, sharing and setting document visibility.
The Document Directory is available from within any area that has the Documents & Photos tab:
The Document Directory is for documents and photos that are not specific to a particular record (e.g. task, client).
To upload items specific to a particular record, see Manage Documents and Photos. Items uploaded to a specific record will remain only within that record; they will not appear in the Document Directory.
Upload files to the Document Directory
To upload files to the Document Directory, go to Manage > Documents.