Logsteer help and documentation

About Files

In Logsteer, Files and Attachments refer to digital documents or media that can be associated with various entities such as Accounts, Orders, or Tasks. These files can include:

documents
images
videos
or any other relevant file type

Attachments and storage provide a way to store additional information or visual content related to varios Logsteer entities.

You have the ability to attach these files to specific records within Logsteer, allowing users to associate relevant documents or media with the respective entity. For instance, you could attach a contract document to an Account, a product image to an Order, or a presentation to an Task.

Users who have the necessary permissions will be able to perform several actions with these attachments:

View: Users can open and view the attached files directly within the Logsteer application. This allows for quick access to important information without needing to leave Logsteer interface.
Download: Users have the option to download the attached files to their local devices. This can be useful when they need to share the file or work on it offline.
Delete: If a file is no longer needed or relevant, users with appropriate permissions can delete the attachment. This helps in maintaining a clutter-free and organized record of files.

It's worth noting that the storage of these files is located on Logsteer cloud infrastructure. This means that the files are hosted on cloud servers, ensuring scalability, accessibility, and ease of management.

Access controls for these files are tied to the parent entity (such as Accounts, Orders, or Tasks) to which they are attached. This means that the permissions for accessing, viewing, downloading, and deleting these files are determined by the access controls set for the corresponding parent entity + necessary Responsibilities set. This ensures that only authorized individuals can interact with the attachments, maintaining data security and confidentiality.