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Category: Notes & Cloud Files

Categories

  • Profile
    • Users
    • How do I manage my profile information?
    • How do I edit my user information?
    • How do I change my profile password?
    • How do I view active sessions on my profile?
    • How do I manage notifications?
    • How do I change my account background?
  • Contacts
    • Users
    • How to add a new contact?
    • How to edit a contact?
    • How to view a contact’s full information?
    • How to import contacts from a CSV file?
    • Managers
    • How do I manage contact labels?
    • How do I manage business contact categories?
    • How do I import or export my contacts?
    • How do I manage social networks for contacts?
    • How do I add dashes to format phone numbers?
    • How do I manage contact types?
  • Notes & Cloud Files
    • Users
    • How to create a note?
    • How to edit a note?
    • How to view a note?
    • How to create a cloud file?
    • How to manage a cloud file?
    • How to generate a public link to upload files for a client?
  • CRM
    • Users
    • How to quickly add a lead?
    • Can I group my prospects?
    • How to convert a client into a prospect to sell another product?
    • I’m the Sales Manager and have several sales executives, how can I reassign a lead from one to another?
    • How do I move a lead between different CRM steps?
    • How do I register an event or activity for a prospect?
    • How can I view the list of products and services?
    • Managers
    • How can I manage prospect stages?
    • How can I manage prospect events and activities?
    • How can I manage prospect statuses?
    • How can I manage work order statuses?
  • Billing
    • Users
    • How to create an invoice?
    • How to print an invoice?
    • How to download an invoice as a PDF?
    • How to resend an invoice?
    • How to pay an invoice?
    • How to view the list of payments?
    • How to view the list of receipts?
    • How to add a receipt?
    • How to import invoices from Quickbooks?
    • How to Manage and Log Expenses?
    • How to View and Manage the Operational Ledger?
    • Managers
    • How can I manage payment terms?
    • How can I configure my payment gateways?
    • How to Manage and Create Billing Email Templates?
  • Quote Flow
    • Users
    • How to send a quote?
    • How to generate an invoice from a quote?
    • How to view quote details?
    • How to download a quote as a PDF file?
    • How to generate a report of quotes?
    • Managers
    • How can I manage the email template used to send quotes?
    • How can I edit the disclaimer message of my quotes?
  • Tasks
    • Users
    • How to add a task?
    • How to add a project?
    • How to start and stop task time?
    • How to add a sub-task?
    • How to change a task’s status?
    • How to Navigate and Switch Task List Views?
    • Managers
    • How can I manage projects?
    • How can I manage task priorities?
    • How can I manage task statuses?
    • How do I manage common tasks?
    • How do I manage task tags?
  • ClockEase & Payroll
    • Users
    • How to punch in and out?
    • How to request time off?
    • Managers
    • How can I manage user information and their clock-in/clock-out schedules?
    • How can I manage the time intervals used by the module?
    • How do I manage type of hire?
  • Phone Hub
    • Users
    • How to make a call?
    • How to send a text message?
    • How to check voicemails?
    • How to manage my voicemails?
    • How do I mark a text message as unread?
    • How to Manage and Configure Voicemail Greetings?
    • How to Use AI Actions for Text Messages?
    • How to Manage Text Message Reports?
    • How to Use AI for Your Voicemails?
    • How to Manage SMS Conversations?
    • How to Use AI Features for Your Text Messages?
    • How to Translate Incoming Text Messages?
    • How to manage SMS campaigns?
    • How to Use Templates in Text Messages?
    • How to Schedule Text Messages for Later Delivery?
    • Managers
    • How can I manage the system phone numbers?
    • How can I manage sms templates?
    • How to Access and Filter Call Reports?
  • Booking Hub
    • Users
    • How to add an event type?
    • How to manage event types?
    • How to edit event types?
    • Managers
    • How can I manage the email template used to send bookings?
  • Fleet Hub
    • Users
    • How to add a vehicle?
    • How to register vehicle maintenance?
    • How to add a checkpoint to a vehicle?
    • How to set a reminder for a vehicle?
    • How to report an issue with a vehicle?
    • How to view full vehicle information?
    • Managers
    • How can I manage vehicle brands?
    • How can I manage vehicle types?
    • How can I manage vehicle subtypes?
    • How can I manage the service types used in vehicle maintenance?
    • How can I view and manage mileage by service and brand?
    • How to configure GPS providers?
  • HireFlow
    • Users
    • How to create an applicant form?
    • How to share or embed my application form?
    • How to review candidates?
    • How to schedule an interview to a candidate?
    • How to verify candidates?
    • Managers
    • How can I manage the email template used in interviews and identity verifications?
  • Cybix AI
    • Users
    • How to use Cybix AI?
  • Connect
    • Users
    • How to send a message?
    • How to add a user to the chat?
    • How to use AI in a message?
    • Managers
    • How can I customize the chat colors?
  • Administration
    • Managers
    • Set Up Your Company
    • Register Your Main Office and Branches
    • Set Up Special Taxes
    • Upload Your Products or Services
    • Configure Outgoing Email (SMTP)
    • Define Units of Measurement
    • Define Your Referral Sources
    • Define Roles for Your Team and Clients
    • Create Individual Access for Each Member of Your Organization or Business
    • Create Work Teams
    • Activate Automatic Notifications
    • Install New Languages
    • How to manage employees and contractors profiles?
    • How to configure the organization chart?
    • How to manage and configure company departments?
    • How to manage job positions?
    • How to manage and organize workforce teams?
    • How to manage the worker types?
    • How to configure and manage compensation rate types?
    • How to configure workforce rules?
    • How to manage the employee statuses?
    • How to configure organizational access?
    • Guide to Business Permissions in Cybix: Roles, Positions, and Scopes
  • Sales & Operations
    • Users
    • How to create a new work order?
    • How to monitor and filter purchase orders?
    • How to view and filter sales commissions and bonuses?
    • How to add and manage referrals?
    • How to copy and distribute the system referral link?
    • How to view and check the services and products price list?
    • Managers
    • How to manage sales email templates?
    • How to manage work order statuses?
  • Video Meeting
    • Users
    • How to generate Google Meet links?
    • How to manage recordings and transcriptions in Google Meet?
    • How to generate Zoom meeting links?
    • How to manage recordings and transcriptions in Zoom?
    • Managers
    • How to Connect my Zoom account to Cybix
  • Cybix App
    • Users
    • Navigation & Menus Guide
    • How to Make a Call Using the App?
    • How to Send Text Messages Using the App?
    • How to Manage Your Voicemails Using the App?
    • How to set up your voicemail greeting in the app?
    • How to create an invoice using the app?
    • How to access billing reports using the app?
    • How to use different views in tasks module in the app?
    • How to create a task using the app?
    • How to log time on a task in the app
    • How to Create a New Booking Event in the app?
    • How to Use and Share Your Public Booking Links in the app?
    • How to Create Applicant Forms in the app?
    • How to Create a New Contact Using the App?
    • How to Create Notes Using the App?
    • How to Upload Documents to Cloud Files using the app?
    • How to Send Messages in Connect using the app?
    • How to Use Cybix AI Within the App?
    • How to Create a Vehicle using the app?
    • How to register a vehicle maintenance using the app?
    • How to report a vehicle issue using the app?
    • How to create a reminder for a vehicle using the app?
    • How to create a checkpoint for a vehicle using the app?
    • How to view the attendance calendar in Clockease using the app?
    • How to monitor team status using the punchboard in the app?
    • How to request time off in Clockease using the app?
    • How to create a prospect in CRM using the app?
    • How to move stages and change statuses in CRM using the app?
  • About the development company.
    • Users
    • What is Cybix?
    • What is CyberGlobalNet?
  • About my Membership
    • Managers
    • Can I cancel my membership at any time?
    • Once I have paid for my membership, can I request a refund?

How to generate a public link to upload files for a client?

From the left sidebar, select the “Notes & Cloud Files” module. Then click the “Client Upload Link” button to copy a public upload

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How to manage a cloud file?

From the left sidebar, select the “Notes & Cloud Files” module. Then click the “Client Upload Link” button to copy a public upload

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How to create a cloud file?

From the left sidebar, select the “Notes & Cloud Files” module. Then click the “Client Upload Link” button to copy a public upload

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How to view a note?

From the left sidebar, select the “Notes & Cloud Files” module. Then click the “Client Upload Link” button to copy a public upload

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How to edit a note?

From the left sidebar, select the “Notes & Cloud Files” module. Then click the “Client Upload Link” button to copy a public upload

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How to create a note?

From the left sidebar, select the “Notes & Cloud Files” module. Then click the “Client Upload Link” button to copy a public upload

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