Cloud Drive links

In today's digital age, storing and managing files efficiently is crucial for businesses. HirePOS offers a convenient way to store smaller image files and signature images in the cloud database. However, for larger files and attachments, utilizing a cloud storage service like Google Drive, One Drive, Sharepoint, or Dropbox is recommended.

By using a Cloud Drive link, you can store a reference link to a file instead of the actual file itself. This allows other users to update the file in the Drive, ensuring that any references to the file will always be up to date. This eliminates the need to re-import files as attachments whenever changes are made.

A helpful video tutorial demonstrates the process of creating a document in Google Drive, obtaining a shareable link, and pasting the link into the HirePOS attachments field on a Sales Record. Users can then use the eyeball icon to open and view the file.

In the HirePOS system, you can attach cloud drive links to items by navigating to Setup > Items > (Edit Item) > Other Tab. This feature allows you to link items to relevant files stored in your cloud drive, providing easy access to essential information.