Being able to add all kinds of documents to "Workspace documents" Not just word documents
What is the challenge?
I can't add Excel or PDF's to Workspace documents.
What is the impact?
Describe your idea
I want to add PDF's and Excel sheets to the workspace and link to those files from various places within aha.
Now I can only attach it to a record and have to do it for every record
Admin
Sarah Moisan-Thomas
Jan 15, 2025
Thanks for sharing this idea @Guest! What type of information is in those Excel or PDF documents? Would you expect for users to be able to download those documents, or open and edit them?
One option today would be to add a link to the documents list, so that you could navigate all those documents in one place, but link out to documents stored in other tools (like Microsoft 365).
Thanks for sharing this idea @Guest! What type of information is in those Excel or PDF documents? Would you expect for users to be able to download those documents, or open and edit them?
One option today would be to add a link to the documents list, so that you could navigate all those documents in one place, but link out to documents stored in other tools (like Microsoft 365).