The Media Tab makes it easy to keep all documents, files, and attachments in one place.
🔍 Where to Find It?
- Open any Detail View of a record.
- You’ll find the Media Tab next to Details and Change Log.
📑 What It Stores?
- 📄 Documents (PDF, Word, Excel)
- 🖼️ Images (JPG, PNG, etc.)
- 🎥 Videos (if related to a record)
⚙️ Available Actions
- Upload new files.
- Rename files or update descriptions.
- Remove/Delete old files (if permissions allow).
- Preview/Download existing attachments.
✅ Benefits
- Keeps all record-related files organized and accessible.
- Ensures employees always find the latest version of documents.
- Reduces dependency on external storage for record-linked files.
- Available system-wide (Employees, Clients, Projects, Assets, etc.).