E-Filing in ProLine is an optional module and will be available only it is activated. This article explains how you know E-Filing is activated and how to use it.
ProLine E-filing system enables the user to attach relevant files for filing purpose.
Instead of sifting through a number of folders to look for customer files in your “My Documents”, with ProLine E-Filing you can easily attach the relevant files – documents, spreadsheets, PDFs, images & project files.
You may also attach photos and related files for your Contacts in the Contacts Card & photos for your stock items too!
Is E-Filing Activated?
- Upon login into ProLine, you will notice a message on the status bar (bottom left) that states:
“Initializing storage for attachments…” - And if everything is well, the message will displayed as: “Ready”
- If the FTPS server is not running or properly configured, you will get the error :
“Error initializing storage! Attachment disabled” - This assumes that the ProLine edition you are using includes the E-Filing feature.
Attachments Everywhere
Once E-Filing is active, you will see an icon of a paperclip with the blue word Attachments.
Click on this word to open the attachment window.

Drag-n-Drop Files
Here, you may browse through your computer on the left of the attachment window and then drag-n-drop your files into the e-Filing server section on the top right.
The example above shows there are 4 files stored in the e-Filing server.

Any image files can be quickly viewed in the preview window the file list.
Opening & Editing Files
- Double click on the file in the list to open the file for viewing and editing.
- Saving the opened files will cause ProLine to detect changes and prompt you to re-attach the latest saved version.
- Alternative, you can drag files to your Desktop, My Document or any folder that you desired to save a copy to your local PC.
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