Can Sumac store files in the database? (link files, attach files, etc.)

Can Sumac store files in the database? (link files, attach files, etc.)


Yes, you can link files to contact records, or to communication records in Sumac. If you are using a Custom add-on or Case Management, you can also link files to custom records or case records.

However, Sumac is not a file management system. When Sumac links a file, it is really just storing the file path to wherever that file is stored on your computer, your office server, or even a cloud-based file sharing solution (e.g. Dropbox). If the file is stored on your personal computer or office server, Sumac stores the filepath to wherever that file is stored. If the file is stored on Dropbox, for example, Sumac stores the URL for that file on Dropbox.

Whatever option you choose, when you want to find that file later, you don’t have to hunt around to find it – you can open the file from within Sumac!

If you are linking any files into Sumac, we recommend storing them on your office server, or on a shared cloud-based solution, rather than your personal computer. That way, any other users who have access to your office server or permission to access your cloud-based solution will be able to open the file as well.

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