The following article describes how you can store and manage documents in Arlo.
In this article:
- Feature overview
- Store documents against organisations
- Store documents against contacts
- Store documents against events
- Store documents against orders
Feature overview
Arlo allows you to store documents against contacts, organisations, events, and orders so that you can access relevant files when you need them. Document management also allows you to add attachments to your special instructions.
The maximum file size per attachment is 5 MB. All plans come with 1 GB of document management storage. Contact Arlo Sales to add additional storage space. For more than 5 GB of storage, pricing starts from $25 USD per additional GB per month.
Common file types are supported, e.g. doc, docx, xls, xlsx, ppt, pptx, zip, txt, jpg, gif, png, msg, pdf.
Store documents against organisations
- Find and open the organisation you would like to add documents on.
- From the toolbar, press Document.
- If you have your file explorer open, you can drag the file(s) from your file explorer to the "Drag files here" section. Otherwise, press Select files to upload... which will open your file explorer.
Store documents against contacts
- Find and open the contact you would like to add a document to.
- From the toolbar, press Document.
If you have your file explorer open, you can drag the file(s) from your file explorer to the "Drag files here" section. Otherwise, press Select files to upload... which will open your file explorer.
Store documents against events
- Open the Events menu.
- Find and select the event you would like to add a document to.
- From the toolbar, press Document.
- If you have your file explorer open, you can drag the file(s) to the "Drag files here" section. Otherwise, press Select files to upload... which will open your file explorer.
- Documents that you save against events can easily be sent to registrants in their event instructions
Store documents against orders
- Open the Orders menu.
- Find and select the order you would like to add a document to.
- Select the Document tab.
- If you have your file explorer open, you can drag the file(s) to the "Drag files here" section. Otherwise, press Browse... which will open your file explorer.
