Files Storage
Upload and share files with your customers or internally
Files Storage Overview and Files TypesEasily upload and manage customer files in Kolleno, with tags, invoice links, and visibility control.
Linking an Invoice to a FileClicking the invoice value opens the table to filter and link invoices directly to the file.
Files from ERP (NetSuite)Sync file fields from NetSuite to Kolleno. Setup required—contact Support to enable.
File Bin: Temporary File StorageDeleted files go to the Bin for 30 days. You can restore or permanently delete them during this time.
Viewing Uploaded Files from the Invoice TableView and download additional files linked to an invoice directly from the download button dropdown.
Viewing Files in the Customer PortalCustomers can view invoice files or open the Files tab for documents linked to their profile.
Automatically Attach Files in Workflow CommunicationsAttach invoice or customer files (from storage) in workflows using tags and toggle options in the Automation template.
Attaching Files from Storage in EmailsAttach stored files to emails via the paperclip icon. Only files marked visible to customer are sent.