Arlo allows you to store documents against contacts, organisations, courses, 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.
- 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.
- 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.
- Find and select the template or course 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 templates can easily be added to registration confirmation emails, for registrants to receive as part of their course instructions.
Documents saved against specific courses are not available in the existing documents list.
- Find and select the order you would like to add a document to.
- Select the Documents 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.
