Easily manage all your important documents with the new Docs and Files tab in Kraken Business Suite™. Whether it’s contracts, estimates, invoices, or signed agreements, keep everything organized right where you need it.
What’s New:
- Docs and Files Tab: Available under each contact.
- Internal: Manually uploaded files.
- Sent: Auto-saved files from sent messages.
- Received: Files from incoming messages.
- Custom Fields: Documents linked to specific fields, found under Internal.
- Supported File Types: Upload up to 10 files (250 MB max) in formats like DOCX, PDF, JPG, PNG, and PPT.
Why it Matters:
This update enhances your contact management experience by seamlessly integrating document storage with your communications and tasks, making your workflow more efficient.
How it Works:
- Open a contact in Kraken Kraken Business Suite™.
- Navigate to the Docs and Files tab.
- Tap ‘Upload’ to add documents.
- Browse folders or preview files easily.
Your contact’s digital filing cabinet is now organized and tailored for your needs.