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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 Help button > 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:

  • Task worksheets
  • Quote worksheets
  • Checklist items
  • Expenses
  • Assets
  • Inventory items
  • User cards
  • Client cards.

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.

  1. Click the folder you need or create a new folder.
  2. Click Add Documents & Photos then either:
    1. click Upload, to search and attach from your file system
    2. drag and drop files into the Drop Files Here box
    3. click Take Photo, to take a photo of the document and upload it automatically.
  3. Click Done.

Folder structure

See Document Folders for information on creating folders and sub-folders, and moving files to folders.

Attach a file from the Document Directory

To attach a Document Directory file to a record, such as a task:

  1. open the record and go to the Documents & Photos tab
  2. click the arrow on the right of the Add Documents & Photos button and select Document Directory
  3. highlight the file you want and click Select Document Directory (see image)

    Clicking on the document name opens a preview or copy of the file. To highlight the file, click on any field other than the document name.

  4. click X to close the window then click Save Documents.

Feature access

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