Big Business automatically stores Documents that you Attach:
from the Folder tab on Customer, Vendor, Item, Contact, or Employee
from a Note, to yourself or another user
from the Docs Folder on transactions like Quote, Order, Invoice
Big Business automatically shares Stored Documents so they are available:
to any Big Business Client, on Mac or Windows
to the Note recipient
to related transactions such as the Invoice for an Order or Quote
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Big Business automatically stores Documents that you Attach to make sharing easy. When you add an Attachment from the Folder tab, Note window, or Docs Folder tool, Big Business automatically saves a copy to share with other users.
When another user tries to open the Stored Document, if the original is not accessible, a copy is made. This means all users on Mac and Windows have access to Stored Documents.
Big Business automatically sets a Size Limit of 2MB for Stored Documents, which works for smaller attachments like PDFs, business documents, and spreadsheets. Attachments that are over the Size Limit are linked as External Documents and are not stored.
To control automatic storing of Attachments:
1. Go to the Company Card to the Preferences tab.
2. Choose a setting for Stored Document Size Limit.
3. Click OK to Save the Company Card.