This article will cover the following topics:
As part of your day-to-day use of Pipeliner, you’ll want to link files to records — a Proposal to an Opportunity that you’re working on, for example, or a signed contract to an Account record. As part of our “ease-of-use” approach, you have the option to attach files from wherever you are currently working, including directly from emails.
How to attach files
From the Quick View
You can attach directly from a Quick View by clicking on the "paper clip" symbol. This example is the Quick View shown when you hover over an Opportunity in the Pipeline view ⤵
Select the location of the file that you want to link ⤵
“Upload Document” allows you to browse for the file on your local machine or a network drive.
If you have integrated Pipeliner to Google Drive, Office 365 Sharepoint, Dropbox or Pandadoc, you’ll also see additional options — this example shows “Google Drive”.
NOTE: See the links at the bottom of this article to find out more about any of these integrations.
From the Compact View
There are two ways of linking files from the Compact View of any record.
Click in the middle, Summary Panel and choose “New Document” from the “Add” dropdown option ⤵
Or, from the right hand Feeds Panel, using the paperclip icon to “Add Document” ⤵
From the Documents Tab
From an open record by clicking on the Documents Tab and then choosing “Attach Document” ⤵
Linking files from Emails from the Feeds in Pipeliner
You can view received emails in Pipeliner from the Feeds panel in the Compact View or from the Feeds tab of an open Account or Contact or from the main "Feeds" menu.
Click on any Incoming Email to open it up. Attachments will be displayed at the bottom of the email. If you want to save any of those attachments directly to the Documents tab of a record in Pipeliner, click on the "Save Attachments to Pipeliner" ⤵
Select the attachments you want to link and then search for the record.
NOTE: The search is by name or partial name and will show all options that match your search criteria so you can easily select the record you need ⤵
The attachment you selected will now be available to download and view from the "Documents" tab of your selected record; from the Documents list in the middle panel of the Compact View or from the record's Feed or from the main Feeds menu ⤵
Linking files from Emails using the Office 365 Add-in
From the Add-in panel on the right hand side, when a contact is recognised, click on the “Save” icon and select from the following options.
Save email to this contact
You can choose to link the email itself to the Feeds Tab in which case the attachments will be accessible when you open up the email in Pipeliner in the Feeds Tab ⤵
Click on an attachment to download it. You’ll then be able to open it from your browser or from the Downloads folder ⤵
Save email to this contact as document
The second option allows you to save the email as a document ⤵
The default name for the document will be the subject line of the email but you can rename it if you want to ⤵
You’ll then find the file in the Documents tab as ".eml" file. Double click to download the file and then open from your browser or from the Downloads folder ⤵
Save email attachments to this contact
You can choose to link just an attachment (i.e. without the email itself) ⤵
Choosing this option allows to select which attachment to link.
NOTE: You can rename the file if you choose ⤵
You’ll be able to view and access the file from the Documents Tab of the record you linked it to ⤵
Linking files from Emails using the Gmail Chrome Extension
With the Chrome Extension active, select an email and then the options available are ⤵
Save email to entity
This option works the same as the “Save email to this Contact” described above but you get to choose the record that you want to link to.
Save email to entity as document
This option works the same as the “Save email to this contact as document” described above but you get to choose the record that you want to link to.
Linking files to Activities
Whenever you schedule or complete an individual Task or Appointment, you can link a file directly to the activity — for example, linking meeting notes to a meeting.
NOTE: The options you see will depend on whether you have active integrations ⤵
How can I see and access attached files?
From the Documents tab of an open record ⤵
Double click on a file to preview. Download a copy by clicking on the "Download" icon ⤵
You can then open the file from your browser or from the Downloads folder ⤵
From the Compact View
In the middle summary panel, click directly on the filename to preview and then download to open or click on the "View All Documents" to jump to the Documents tab ⤵
Depending on your Feed Options, you can see documents in the Feeds Tab in the right hand panel. Click on the Filename to preview and then download ⤵
From the main Feeds menu
Click on "Feeds" and choose your stream from the left hand panel. Depending on your Feed Options, you’ll see Documents listed. Click on the file name to preview and then open ⤵