Documents

Under Documents you keep contracts, quotes, plans, images and spreadsheets — every document belongs to a customer.

Storing

Drag files onto the drop zone or click it. When storing, you choose:

• Customer — required. Without a customer nothing can be saved: that way you will find the file with the customer later, and their whole collection can be exported or deleted in one go.
• Project — optional, only projects of this customer.
• Type — PDF, Image, Spreadsheet, Contract or Other.
• Tags — free text, for the search.

“Store” uploads the file.

Finding and editing

The table shows file, customer, project, size, date, who stored it and the visibility. Filter by customer, project and period; “Reset” clears them. In the detail view: “Open” (via a short-lived URL), “Edit / assignment” and “Delete”.