Files & folders
Upload, organize and link documents to records
→ Open files in SimpliServ · Open file tags
In the file module you store contracts, images, PDFs and other documents – centrally, searchably and linked to records.
Upload a file
Open the file module
Navigate to Files.
Upload
Via drag & drop or the file dialog you upload documents. Several files at once are possible.
Store in folders
Structure files in hierarchical folders – nestable to any depth.
Assign tags
With tags you additionally mark files (e.g. "Contract", "Photo", "Complaint").
Linking to records
Files can be attached directly to contacts, orders, invoices or service registrations – e.g. signed order confirmations or damage photos.
PDF generation
All documents (invoice, proposal, delivery note) are generated automatically as PDFs and stored on the respective record.
Archive
Files no longer needed move to the archive and remain available there in an audit-proof way per GoBD.
Related topics
- GoBD archiving — how SimpliServ stores documents in an audit-proof, GoBD-compliant way
- Document & receipt templates — design the layouts for the automatically generated PDFs
- Import & export data — load master data via CSV/JSON and download archive exports
- Image editor — edit damage photos right in the browser before storing them
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