Can Sumac store files in the database?

Can Sumac store files in the database?

Sumac provides two options for storing files: 

1) Saving files into the database

You can upload files right into Sumac so they are saved in the database.  This means that regardless of the where the file was originally located - e.g. on your computer, your office server, or even a cloud-based file sharing solution - you can open the file within Sumac any time. Even if you move the file or it is deleted from its original location, you can always access it.

You can upload a file to a Contact or Communication record directly:


Alternatively, if the file you want to connect to this contact or communication record was previously uploaded to the Sumac database, you can choose the "Database" option and pick from a list of previously uploaded files:

The maximum file size allowed to be uploaded into Sumac is 5 MB. 
Remember: if you store the file in Sumac, then later decide to make changes or revisions to the file down the road, you'll need to upload the new, updated version of the file to make sure Sumac is storing the most current version.

2) Linking files to the database

If you would prefer to keep the file(s) stored externally from Sumac, you can just link the file instead. 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 a cloud-based file sharing solution (e.g. Dropbox). If the file is stored on your personal computer or office server, Sumac stores the file path to wherever that file is stored. If the file is stored on Dropbox, for example, Sumac stores the URL for that file on Dropbox.
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.

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!

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