Get More out of your Attachments by Using the Zoho Workdrive (Cloud Storage)
If you have any documents or files that you'd like keep organized in your BluMortgage CRM, you can upload those files to the Attachments section located on your Mortgage, Borrower, Lenders and Partner records.
Uploading New Attachments in your CRM:
To add new attachments, navigate to the record where you'd like to save the file, scroll down to the Attachments section and click the "Attach" button located at the top right of the Attachments box. Click "Upload File", choose the file you'd like to upload and then click "Attach".
Here's a screenshot taken from our demo account:
Adding attachments is quick and easy! But your file storage isn't unlimited. If you have many files and you're worried about running out of file storage space, we recommend taking advantage of the Zoho Workdrive, which is cloud storage that comes with your BluMortgage license.
Any files or folders that are uploaded to the Zoho Workdrive can be linked to a record in your CRM to make it easy to find those files.
To link files from the Zoho Workdrive to a record in your CRM:
1. Navigate to the Attachments section just like normal.
2. When you click "Attach", select "Zoho Workdrive" from the dropdown and then a pop-up box will appear.
3. You can select which files and/or folders you'd like to link to your record. Click to the left of the file name or folder name to select the file or folder.
4. Once you've selected the attachment(s), click "Pick" at the bottom of the pop-up and then the system will link those attachments.
For a step-by-step walkthrough to see how to use the Zoho Workdrive to attach files to your record, please take a look at the video below:
Files that have been uploaded to the Zoho Workdrive and linked to the Attachments section won't take up any of your file storage space.
If you have any questions, please reach out to us at support@bluroot.ca.