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Quandis Learn

Document Management

Verified against source (5)

  • Attachment/Attachment.ashx.cs
  • Config/Attachment.config
  • Extensions/AttachmentExtensions.cs
  • Extensions/AttachmentExtensions.cs
  • qbo4.Document.MicrosoftWopi/WopiREADME.md

Documents live in the Documents panel of the record you’re working on. Anything you add there stays attached to that record.

Add documents

Section titled “Add documents”
  • Drag and drop one or more files onto the Documents panel. Large files upload in chunks automatically.
  • New Document uploads a single file and lets you set its properties, such as its template and description.
  • Bulk Upload lets you browse for several files when drag and drop isn’t available.
  • New Folder groups documents. Open a folder to add documents to it, and use the up arrow to return.

Open, download, and share

Section titled “Open, download, and share”
  • Select a document to view it in the browser (PDF and HTML usually open in place; other types download).
  • Zip and Download packages the selected documents into a single zip file.
  • Edit in Microsoft 365: open Word, Excel, and PowerPoint documents in Microsoft 365 for the web and edit them in your browser, at the same time as colleagues. Changes save back to QBO. Available where your administrator has enabled it.

Convert

Section titled “Convert”
  • Convert to PDF turns text, TIFF, HTML, image, and Word files into PDFs.

Make documents searchable

Section titled “Make documents searchable”
  • OCR reads the text inside the selected documents and stores it in the document’s description, so it can be searched.

Track revisions

Section titled “Track revisions”

When several people edit the same document:

  1. Checkout marks the selected documents as checked out to you.
  2. Checkin saves your new version and releases the document.
  3. Undo Checkout releases the document without saving changes.

Generate a document

Section titled “Generate a document”

Choose Show Templates to list the document templates available for this record, then pick one to generate a document. It’s saved to the Documents panel automatically.