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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. 📂✨

📌 Key Highlights

  • Attach unlimited files to any ERP entry.

  • Supports multiple file types:

  • 📷 Images (JPG, PNG)

  • 📄 Documents (PDF, DOCX, XLSX)
  • 🎥 Videos (MP4)
  • 📐 Design Files (AutoCAD, etc.)
  • Offers integrated document compression (available for subscribed users).
  • Fully mobile-friendly—upload from any device on the go.

🚀 Why It Matters

Centralized document access improves:

  • 📁 Efficiency – No more hunting through folders.
  • 🔍 Accessibility – Quick document retrieval.
  • 🔐 Security – Safe, centralized digital storage.

Ideal for use in:

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

📱 Mobile Upload Feature

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

📲 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.

🛠️ This ensures a seamless and unified experience across desktop and mobile environments.

🗜️ Optional Document Compression

For users with an active compression subscription:

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

🔄 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

🔐 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 — simplify operations, stay organized, and scale seamlessly. 💼🔗

👉 For more technical details, visit docs.merciglobal.com

Removing an Image from an Entry

Any master or entry screen that has an Image field (for example the Item Master) now lets you remove an image that was uploaded earlier.

Where to find it

Open the entry in Edit mode. In the Image section, next to the Choose File box, a red Remove Image button appears whenever an image is already saved for that entry.

How to use it

  1. Open the entry with Edit.
  2. Click Remove Image. The message "Image will be removed when you Save." appears and the button changes to Undo Remove.
  3. Click Save. The image is cleared from the entry.

Notes

  • Changed your mind? Click Undo Remove before saving and the image stays as it is.
  • To replace the image instead, just click Choose File and pick the new picture. The new picture is saved and the remove request is cancelled.
  • If the Image field is mandatory for that screen, the entry cannot be saved without an image. Choose a new picture instead.
  • Nothing changes until you click Save.