File Attachment & Document Capture in Merciglobal Cloud ERP
Merciglobal Cloud ERP provides a robust and user-friendly file attachment system that enhances document management and streamlines business workflows. πβ¨
π Key Highlights
- Attach unlimited files to any ERP entry.
-
Supports multiple file types:
-
π· Images (JPG, PNG)
- π Documents (PDF, DOCX, XLSX)
- π₯ Videos (MP4)
- π Design Files (AutoCAD, etc.)
- Offers integrated document compression (available for subscribed users).
- Fully mobile-friendlyβupload from any device on the go.
π Why It Matters
Centralized document access improves:
- π Efficiency β No more hunting through folders.
- π Accessibility β Quick document retrieval.
- π Security β Safe, centralized digital storage.
Ideal for use in:
- Invoicing & Billing
- HR & Recruitment
- Project & Task Management
- Vendor & Customer Coordination
π± Mobile Upload Feature
Easily upload files directly from your mobile device to the ERP system.
π² Step-by-Step Guide:
- Log in to your Merciglobal ERP account on mobile.
- Open the side menu and tap "Image Capture".
-
If a pending desktop request exists, you'll be prompted to:
-
Capture a photo using the mobile camera, or
- Choose a file from the mobile gallery/storage.
- The file is instantly uploaded and attached to the designated ERP entry.
π οΈ This ensures a seamless and unified experience across desktop and mobile environments.
ποΈ Optional Document Compression
For users with an active compression subscription:
- Uploaded files (PDFs, images) are automatically compressed.
- Reduces storage usage while preserving quality.
π Use Cases
Department | Application |
---|---|
Sales | Attach proposals, brochures, quotes |
Support/Service | Link work logs, installation images |
HR | Store resumes, certifications, ID proofs |
Finance | Archive receipts, invoices, and tax documents |
π Security & Access Control
- Encrypted storage for all uploaded files
- Role-based access to view or modify attachments
- Complete audit trail for each document action
Start managing documents smarter with Merciglobal Cloud ERP β simplify operations, stay organized, and scale seamlessly. πΌπ
π For more technical details, visit docs.merciglobal.com