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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. πŸ“‚βœ¨


πŸ“Œ Key Highlights

  • Attach unlimited files to any ERP entry.
  • Supports multiple file types:

  • πŸ“· Images (JPG, PNG)

  • πŸ“„ Documents (PDF, DOCX, XLSX)
  • πŸŽ₯ Videos (MP4)
  • πŸ“ Design Files (AutoCAD, etc.)
  • Offers integrated document compression (available for subscribed users).
  • Fully mobile-friendlyβ€”upload from any device on the go.

πŸš€ Why It Matters

Centralized document access improves:

  • πŸ“ Efficiency – No more hunting through folders.
  • πŸ” Accessibility – Quick document retrieval.
  • πŸ” Security – Safe, centralized digital storage.

Ideal for use in:

  • Invoicing & Billing
  • HR & Recruitment
  • Project & Task Management
  • Vendor & Customer Coordination

πŸ“± Mobile Upload Feature

Easily upload files directly from your mobile device to the ERP system.

πŸ“² Step-by-Step Guide:

  1. Log in to your Merciglobal ERP account on mobile.
  2. Open the side menu and tap "Image Capture".
  3. If a pending desktop request exists, you'll be prompted to:

  4. Capture a photo using the mobile camera, or

  5. Choose a file from the mobile gallery/storage.
  6. The file is instantly uploaded and attached to the designated ERP entry.

πŸ› οΈ This ensures a seamless and unified experience across desktop and mobile environments.


πŸ—œοΈ Optional Document Compression

For users with an active compression subscription:

  • Uploaded files (PDFs, images) are automatically compressed.
  • Reduces storage usage while preserving quality.

πŸ”„ 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

πŸ” 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. πŸ’ΌπŸ”—

πŸ‘‰ For more technical details, visit docs.merciglobal.com