How can external documents, such as leisure contracts, be attached or stored?
By Thynk· Published · Updated
Drag and drop documents onto records; Thynk indexes their content for search and connects to OneDrive and SharePoint.
Full answer
Thynk makes it easy to store and find external documents, such as leisure contracts.
- Drag and drop documents onto any record, such as an account or booking.
- Documents and their contents, including PDFs, are indexed in global search.
- Thynk can connect to OneDrive and SharePoint.
- Access follows the same permissions as the related record.
Because Thynk is built on Salesforce, documents are stored securely alongside the data they relate to.