---
title: "Use system-wide actions"
description: "Visma Net provides you with a number of actions that you can use in many places in the system."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/llms.txt


# Use system-wide actions

Last modified February 19, 2026

> Visma Net provides you with a number of actions that you can use in many places in the system.


Visma Net
provides you with a number of actions that you can use in many places in the system.
For
example: If you forgot where the window you need to use is situated in the site map, you can
search for it by its name.
Also, if you usually make financial analysis in Microsoft Excel
spreadsheets, you can export data from Visma Net
to an Excel file.
Another thing that you may need is to add files to records (for example,
scanned images, pictures, or instructions for employees).
Visma Net
supports attachments of various types to records.


---

[View this page](https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/)


## In this section


- [Import data from a local file to a table](https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/import-data-from-a-local-file-to-a-table/index.md): You can import data from an Excel spreadsheet or a CSV file to a Visma Net table when you see (the Load records from file button) on the table toolbar. Visma…

- [Attach a file to a record](https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/attach-a-file-to-a-record/index.md): You can attach a file, such as a scanned document with a signature, to a record, as described in this topic.

- [Attach a file to a record detail](https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/attach-a-file-to-a-record-detail/index.md): You can attach a file in any format to a record or record detail, as described in this topic.

- [Attach a note to a record](https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/attach-a-note-to-a-record/index.md): You can attach any text to records, as described in this topic.

- [Attach a note to a record detail](https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/attach-a-note-to-a-record-detail/index.md): You can attach a note to a record detail, as described in this topic.

- [Configure your email account](https://docs.vismasoftware.no/visma-net-erp/getting-started/use-system-wide-actions/configure-your-email-account/index.md): You personal email address is specified on the General settings tab, in the User settings (SM203010) window.