Attach documents and images to client profiles so all your documentation is kept in one place
Search everything and open the company dashboard, click documents on the right-hand side of your screen
Drag and drop files or click the upload into Exsalerate (25MB limit) and they will then appear in a list within the documents tab
Download and delete options are also available
Exsalerate files documents attached to emails autotically via the Outlook and Gmail add-in by matching the contact email address (If the client profile doesn't exist you simply create it in Exsalerate from your inbox)
Email Attachments
Outlook 365 for Business Integration attaching a file to a client profile
