Files are the foundation repository of your TutterflyCRM account. Here are some steps to use them in the best way:
What are the Files?
TutterflyCRM File management enables a user to control and manage Files from the ‘Files’ tab. This simplifies the file management process. It provides different ways to upload and manage data with its customized features. It can be used to store itinerary, passport, air ticket, proof of accommodation and other related travel documents.
● Owned By Me: This contains a list of Files that are uploaded by the logged-in user.
● Shared With Me: All Files shared with you are stored in this folder.
● Shared with Me by Admin: It stores Files shared by the admin.
● All Folders: It will enlist all the folders containing above-listed Files.
Great! Now you are all set to access the Files resource and manage them.