With inFlow, adding attachments to orders and records is effortless. You can easily attach warranties to orders and certificates to customer records and organize all your important files within the system.

Web

In inFlow, you can attach files to records and orders. For example, you can attach a warranty to an order or certificates and tax breaks to a customer record.

Adding attachments to records/orders

1. Open the record for which you want to add an attachment.
2. Click Attachments in the toolbar.
3. You can drag and drop the file or click to select a file. Repeat this step to add additional attachments.
4. Click Done to close the attachment window.
5. Save the product record when done.

When you copy a product or order, any attachments added to the original record will not be copied to the new record.

How to re-open/manage attachments

1. Navigate to the product, order, or record you wish to address.
2. Click Attachments in the toolbar.
3. Click on the attachment filename to open it in a new tab, or hover over the file and click the download icon. 
4. The attachment will open in a new browser tab where you can print or download the file.
5. Close the new browser tab when done, and click Done on the product record to close the attachments window.

To remove a block, hover over it and select the trash can icon.

User access rights restrictions

The user access rights determine the various access options for attachments. See below for details.

Canceled records only have view-only and download access to attachments. 

You can learn more about inFlow’s Team member access rights from this guide. 

Windows

In inFlow, you can attach files to records and orders. For example, you can attach a warranty to an order or certificates and tax breaks to a customer record.

Adding attachments in a record

1. Open the record you want to add an attachment for.
2. Click Attachment in the top toolbar.
3. Click Add New in the resulting window.
4. Choose the file you want to attach and then click Open.
5. Click Save in the attachment window and again in the top toolbar.

To re-open the attachment

1. Navigate to the order, product, or record that you wish to address.
2. Click Attachment in the top toolbar.
3. Click the name of the file you wish to open.

File type restrictions

Maximum file size

The maximum file size that can be attached to a record is 30 MB for inFlow Cloud for Web and 20 MB for inFlow Cloud for Windows.

Restricted file types

In order to ensure security, inFlow software does not permit the attachment of certain file types. 

.ade, .adp, .apk, .app, .application, .appref-ms, .appx, .appxbundle, .asp, .aspx, .asx, .bas, .bat, .bgi, .cab, .cer, .chm, .cmd, .cnt, .com, .cpl, .crt, .csh, .der, .diagcab, .diagcfg, .diagpack, .dll, .dmg, .ex, .ex_, .exe, .fxp, .gadget, .grp, .hlp, .hpj, .hta, .htc, .img, .inf, .ins, .iso, .isp, .its, .jar, .jnlp, .js, .jse, .ksh, .lib, .lnk, .mad, .maf, .mag, .mam, .maq, .mar, .mas, .mat, .mau, .mav, .maw, .mcf, .mda, .mdb, .mde, .mdt, .mdw, .mdz, .mjs, .msc, .msh, .msh1, .msh1xml, .msh2, .msh2xml, .mshxml, .msi, .msix, .msixbundle, .msp, .mst, .msu, .nsh, .ops, .osd, .pcd, .pif, .pl, .plg, .prf, .prg, .printerexport, .ps1, .ps1xml, .ps2, .ps2xml, .psc1, .psc2, .psd1, .psdm1, .pst, .py, .pyc, .pyo, .pyw, .pyz, .pyzw, .reg, .scf, .scr, .sct, .shb, .shs, .sys, .theme, .tmp, .url, .vb, .vbe, .vbp, .vbs, .vhd, .vhdx, .vsmacros, .vsw, .vxd, .webpnp, .website, .ws, .wsc, .wsf, .wsh, .xbap, .xll, .xnk