Uploading Files to a record

Many areas of Devi allow you to upload files, documents and images to the record including employees, contacts, bookkeeping and the library.

Under the area there will be a tab called “Files” with a counter. You can either add a few file by clicking on the add button or by simply dragging a file from your computer into the record you’re viewing in your browser. When you drag a file into the browser the screen will change to blue. You can then drop the file in the blue area and the file will be automatically uploaded to that associated record.