Managing Files in an Invoice
In the Files page of a particular Invoice, you can see a set of buttons in the toolbar and the uploaded files as shown in Figure 1. Each step shown in Figure 1 is explained in the below table.
||Click to upload a new file|
||Click to download all the files that have been uploaded|
||Click to filter and view selected files|
||Click to return to the invoice details page|
||All the available files are displaying in a grid view by default|
||Click to view the files in a list view|
||The title of the uploaded file|
||Click to view, edit or delete a file|
||Click to sort the files according to the alphabets or date in an ascending or descending manner|
Add File for an Invoice
To add a new file for an Invoice, click on the '+' button from the Files page within the Invoice as shown in Figure 2.
In the 'Add File' screen, fill in the following details as mentioned in the below table.
||Required||Enter the title of the file|
||Required||Choose the desired file from your system|
||Optional||Select multiple users from the auto suggestion multi-select box|
To download all the Files uploaded for an Invoice, click on the 'Download' button as shown in Figure 4.
Upon doing so, the 'Download Files to Excel Sheet' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 5 in which a list of fields related to File will be available and there will be a checkbox against each field name. Check the fields which you want to be downloaded and then click on the 'Proceed' button to download the list of Files otherwise click on the 'Cancel' button.
To filter and view specific Files, click on the 'Filter' button as shown in Figure 6.
Then, enter or select values in the respective fields available in the 'Filter Documents' pop-up window and click on the 'Filter' button as shown in Figure 7.
View an Individual File
To view an individual file, click on the '3 Dots Menu' appearing for each file. Then click on the 'View' link as shown in Figure 8.
Upon doing so, you will be redirected to the view file page where the uploaded file will be downloaded and you can also view the users' names with which the file has been shared as shown in Figure 9.
You can also download, Edit or Delete a file from the view page of a file by clicking on the '3 Dots Menu' as shown in Figure 10.
Click on the 'Back' button to go back to the files page as shown in Figure 11.
Edit an Individual File
To edit an individual file, click on the '3 Dots Menu' appearing for each file. Then click on the 'Edit' link as shown in Figure 12.
In the 'Edit File' page, edit the requisite details and click on the 'Submit' button as shown in Figure 13 to save your edits.
Archive an Individual File
To archive an individual file, click on the '3 Dots Menu' appearing for each file. Then click on the 'Delete' link as shown in Figure 14.
Upon doing so, the 'Archive File' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 15. To archive the file, click on the 'Proceed' button otherwise click on the 'Cancel' button.
Click on the 'List View' button in the toolbar as available on the Files page to view the files in list view as shown in Figure 16.
The List View allows you to view the Files in list view as shown in Figure 17. Each file can be viewed/downloaded, edited and archived in the list view page as well as in the grid view page by using the 3 Dots Menu.
Click on the 'Sort By' button as available on the Files page to sort the files according to the alphabets or date in an ascending or descending manner as shown in Figure 18.
Upon doing so, all the options available for sorting the files will appear as shown in Figure 19 from which you can select a preferable option.