How To Add Attachments in Midnight Follow
Overview
Midnight allows you to attach documents to certain modules such as CRM, Vendor, Estimates, and Orders. Additionally, you can categorize these attachments by labeling them as specific document types. Document Types can be customized via a corresponding menu within the admin menu.
How It Works
Midnight allows you to upload and label attachments on the CRM, Vendor, Estimate, and Order Level.
Key Points
- Document Types: If you have admin rights, you can add/remove/edit custom document types that are labels for the document type being uploaded to Midnight.
- Supported File Types: You can see what file types Midnight accepts in the Supported File Types Knowledge Base link.
- File Size Limit: It should be noted that there is a 20MB size limit PER file that is allowed to be uploaded to Midnight. This is per file, not overall.
- File Management: Please refer to the File Management - Delete Uploaded Files Knowledge Base link for information on how to manage your overall files stored within Midnight.
Demonstration
To better understand how to attach and manage document attachments in Midnight, please watch the brief video demonstration below: