How to add files to a product record? | Online Help - Bigin by Zoho CRM

How to add files to a product record?

Method - 1

To add files to a product record

1. Open the Bigin app on your Mac.
2. Navigate to the Products  module.
3. Select the desired product record.
4. Switch to the Files tab.
5. Select the Add Files option.

You may choose the desired attachment type from the available options: Camera, Photo Library, Files, Link, and Insert From Phone.

Note: The Insert From Phone option allows you to use your iPhone as a remote extension of your Mac camera to do the following:
  1. Take Photo
  2. Scan Documents
  3. Add Sketch
When you save a photo, document or sketch on your iPhone, it will be sent as an attachment to your Mac automatically, with no need for manual transfer.

Alternatively,

Method - 2

To add files to a product record

1. Open the Bigin app on your Mac.
2. Navigate to the Products  module.
3. Select the desired product record.
4. Click the Add  icon at the top right of the screen.
5. Select Files.

You may choose the desired attachment type from the available options: Camera, Photo Library, Files, Link, and Insert From Phone.

    Access your files securely from anywhere

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