Our system allows for the storage of Advertiser and Agency related files. Files associated with an advertiser are accessible as attachments to Contracts, Production Orders, and Activities.
You can also save and link various types of files to the Advertiser or Agency record by uploading directly to the record.
From the advertiser record you can view ALL files associated with an Advertiser. A user can click on the number link in the "Files" column, which will expand a list of all the files associated with this advertiser.
Display - view saved files
From this screen you may:
- Add, delete, and download a file
- Edit the record and add a comment about the file
- Link to the object where the file was attached (Contract or Production Order Spot)
Adding a file:
