Neon CRM's Files module can be used for
- Users to store documents that should be accessible to other Users,
- Users to upload documents & publish them to a publicly accessible URL
- Constituents to upload documents which are visible to Users.
- Manage System Users' files as well as documents uploaded by Constituents.
For example, you may store a digital download product for the Store as a File in Neon CRM.
Access files uploaded by System Users by navigating to Files.
From here you can see a control panel with your most recent documents listed. The Action Button has several icons that have important functions.
Note: These actions will defer or less options will be available if it is not a published file.
|
A. |
Download File |
This action simply downloads a copy of the document. |
|
B. |
Edit File |
This will give you the ability to edit the file. |
|
C. |
Unpublish |
This will unpublish the file. Note: this is only an option when the file you are viewing is currently published. |
|
D. |
Copy URL |
This copies the public web address for the document (if enabled) to your clipboard, so that you can paste it somewhere else. This is useful for creating hyperlinks to the document. Note: this is only an option when the file you are viewing is currently published. |
|
E. |
Delete File |
This Deletes the selected file. Note: this is only an option when the file you are viewing is currently published. |
Supported File Types
Documents with any of the following file types can be uploaded to Files:
- .txt
- .csv
- .xls
- .xlsx
- .ics
- .jpg
- .png
- .gif
- .zip
- .docx
- .pptx
- .html
- .epub
- .pub
- .mov
- .mp4
- .avi
- .wmv
Uploading a New File
1. Select New File.
2. Select the file you would like to upload. Then, add a name, description, and category to help System Users understand what the file is.
If you choose to Publish your file, Neon CRM will generate a URL which will link to the file. You can distribute this link as you choose.
You can copy the link to your file by clicking the three dots on the right side of your files list, and selecting Copy URL in the drop-down.
Categories
Category is a field that makes your documents easier to sort through. To create or manage Categories, navigate to Settings > Global Settings > File Manager > Categories.
1. You may add new categories by selecting New Category.
2. Complete the fields. When finished, select Create Category.
3. To delete or edit existing categories, select the Actions button.
Note: The Code column is for your own internal reference. If a category is Inactive, it will not appear as an option for new Files. This is often preferable to deleting a category, because deleting a category removes it entirely from all documents that may have it.