How-toPeak Docs
Where do I store files that aren't documents?
In the “Files” tab of Peak Docs. There you upload PDFs, images, spreadsheets and other files, sort them into folders, tag them and link them to a company, person, project or product. Receipts from Peak Finance are there automatically. The same file uploaded twice stays one file.
- Open Peak Docs, then “Files”.
- Click “Upload” and choose one or more files.
- Choose a file to set folders, tags and links.
Next step
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