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File Attachment & Document Capture in Merciglobal Cloud ERP

Merciglobal Cloud ERP offers a powerful, inbuilt file attachment feature that simplifies document management and enhances workflow efficiency. 📂✨

Key Highlights

  • Attach unlimited files to any entry.
  • Supported file formats include:
  • 📷 Images (JPG, PNG, etc.)
  • 📄 PDFs, Word Docs, Excel Sheets
  • 🎥 MP4 Videos
  • 📐 AutoCAD Files
  • And many more...
  • Integrated document compression available (for subscribers).
  • Mobile-friendly interface for uploading on-the-go.

Why It Matters

Having documents linked to respective entries means: - No more searching through piles of physical records. - Instant access to relevant documents when needed. - Secure, centralized document storage.

This feature is especially useful across: - Invoicing & Billing - Project Management - HR & Recruitment - Vendor & Customer Interactions

Mobile Upload Feature

Merciglobal Cloud ERP ensures flexibility by enabling users to upload documents directly from their mobile devices. Here’s how it works:

🔁 Step-by-Step Process

  1. Login to your Merciglobal Cloud ERP account using a mobile device.
  2. Navigate to the menu and tap on "Image Capture".
  3. The system will check if there is any pending request from the desktop to capture or upload an image.
  4. If yes, you will be prompted to:
  5. Capture an image using your mobile camera, or
  6. Select a file from your mobile storage.
  7. The selected file is instantly transmitted and saved against the specific ERP entry.

This seamless functionality bridges the gap between desktop and mobile experiences, ensuring continuity and productivity.

Optional Document Compression

For users with a compression subscription, uploaded files (especially PDFs and images) are automatically compressed, saving space and optimizing storage.

Use Cases

  • Sales Teams can attach proposals and brochures to leads.
  • Service Teams can link work reports and site images to tickets.
  • HR Teams can store scanned resumes and certifications.
  • Finance Teams can archive payment receipts and invoices.

Security and Control

  • All file uploads are encrypted and securely stored.
  • Access controls ensure only authorized users can view/edit documents.
  • Audit logs are maintained for all uploads.

Start managing your business documents smarter with Merciglobal Cloud ERP! 💼🔗

👉 Visit docs.merciglobal.com for more technical insights and user guides.