Information on attachments in Perfony

How to add attachments in Perfony

Perfony lets you attach and share documents. You can attach a document by selecting the file from the source folder or by drag & drop.

These attachments can be added to:

• An action
• A folder
• A meeting

They can be in any format:.pdf, .doc,.xls,.ppt,.jpg,.png, etc., but size is limited. but size is limited.

Precautions when adding documents

There is a document storage limit for each Perfony account. If this limit is exceeded, an error message will indicate the problem. You have several options:

• Contact the administrator of your Perfony account so that he can increase the storage capacity.
• Write to Perfony support.
• Reduce the weight of your documents by extracting them from your folders and actions.

Please note: Microsoft documents (.doc,.xls, .ppt) stored on Perfony ‘s servers are previewed by a Microsoft third-party supplier. You can prohibit its use in the third-party application settings in the enterprise settings. If you do not have access, ask the administrator of your perfony account or support@perfony.com.

Tip: We recommend connecting your Perfony account to your shared folders: OneDrive and SharePoint for Office 365 users and Google Drive for GSuite users. This makes it possible to create a link to documents, avoiding duplication and server congestion.

Features for documents in Perfony

The different icons for each document allow you to:

• change the name.
• to substitute another document.
• delete the document.
• preview the document.