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    • How to add a document to file storage and who can do it?
    The file storage can be used by: Users with the "Expert" plan; Users with the "Partner" plan and their clients; Users with the "Minimal" plan. There are two ways to upload documents to the "File Store": Click on the "+Add File" button and select the required document from your computer or other smart device: Send the document(s) to the email address directly to the file storage. If the files are sent by clients/suppliers who are not Site.pro users, it is necessary to add parameters to allow How to configure settings so that external suppliers can send files to the Accounting System? Documents can also be uploaded to the file storage by employees added to the company. Account → Employee's account → File uploads Upload the required document to the relevant company by clicking "+Add file" and selecting the desired file from your computer or other smart device. You can also send the document to the company's file storage by email: Individual company file storage email. Note. Only employees connected to the company in Site.pro or registered supplier contacts can send files to the company via email.
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    Accounting Software

    How to add a document to file storage and who can do it?

    The file storage can be used by:

    1. Users with the "Expert" plan;
    2. Users with the "Partner" plan and their clients;
    3. Users with the "Minimal" plan.

      There are two ways to upload documents to the "File Store":

    1. Click on the "+Add File" button and select the required document from your computer or other smart device:
      Selecting a document for upload to File Store
      2. Send the document(s) to the email address directly to the file storage. If the files are sent by clients/suppliers who are not Site.pro users, it is necessary to add parameters to allow How to configure settings so that external suppliers can send files to the Accounting System?

      Documents can also be uploaded to the file storage by employees added to the company.

    Account → Employee's account → File uploads

    Upload the required document to the relevant company by clicking "+Add file" and selecting the desired file from your computer or other smart device.

    You can also send the document to the company's file storage by email: Individual company file storage email.

    File upload in company file storage interface

    Note. Only employees connected to the company in Site.pro or registered supplier contacts can send files to the company via email.

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