FieldCamp’s file management system allows users to quickly upload and organize files through the Command Centre. Instead of navigating through multiple menus, users can add files directly within the chat interface, associate them with clients, and manage documents effortlessly.

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Steps to Manage Files Using the Command Centre

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1. Upload a File via Command Centre

  • Click on the Attachment Icon or drag and drop a file into the Command Centre.

  • A file upload popup will appear, allowing you to select the file from your device.

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2. Map the File to a Client

  • After uploading, a prompt will ask you to map the file to a client.

  • Select the relevant client from the dropdown list.

  • Once mapped, the file is automatically stored in the client’s profile.

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3. Organizing Files from the Client Profile

  • You can also manually add and organize files by visiting the client’s profile:

    • Go to Clients > Select Client > Files.

    • Upload new files, categorize documents, and organize them effectively.

  • This ensures that all important documents are easily accessible.

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4. Quick Access to Uploaded Files

  • Files added through the Command Centre are instantly available in the client’s profile section.

  • You can search for files or filter by category for easy retrieval.

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Key Benefits

  • Quick & Easy Uploads: No need for multiple steps—just upload directly from the chat interface.

  • Automatic Organization: Files are mapped to clients instantly, reducing manual work.

  • Centralized Storage: Keep contracts, invoices, and documents organized within each client’s profile.

  • Enhanced Accessibility: Quickly retrieve, share, or update documents as needed.

FieldCamp’s file management system ensures seamless document organization, keeping everything structured and accessible in just a few clicks.

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