As well as bringing together all emails, notes and tasks, all files and documents relating to a piece of work can be stored against the work item. Furthermore, all files attached to an email that’s linked to a piece of work will be automatically stored against it in the work item's Recent Documents—located on the Details tab.
Once the work is completed, all files and documents will remain with the work item. Intuit Practice Management powered by Karbon does not automatically archive or delete documents after a certain period of time.
Files and documents on contacts