Files Storage
Upload, link, manage, and share customer files internally and via the Customer Portal.
9 articles
- 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.
- Upload and Reuse Global Documents in KollenoHow to upload standard documents once and reuse them across templates and workflows.