Files

Shared (common) files are company-related documents that can be viewed by all members of your company, such as agreement forms or company regulations.

Non-shared files are customer-related documents that are uploaded directly to a specific customer's card file—they are not shared across your company like common files. 

The Cloud files page displays a list of all documents and files you've uploaded into Qblue. From this page, you can upload or view shared/common files, as well as access any files uploaded to individual customer card files.

You can think of this page as a standalone filing cabinet or virtual filing system.

Upload a shared file

On the Cloud files page, click +Add shared files. 

Then, upload your document(s). Entering a reference text will help you find the file more easily later.

Accepted file types:

.csv,.doc,.docx,.jpeg,.jpg,.log,.mp3,.pdf,.png,.ppt,.pptx,.tiff,.txt,.vdx,.vsdx,.xls,.xlsx

Upload limits:

• Maximum file size: 10mb
• Maximum number of files per upload: 10

Access and open uploaded files

On the Cloud files page, locate the file by using the search function or filters. Click on the file icon under the Application column to open and view it.