Managing Documents

Overview

The Documents section allows you to store important files such as contracts, certificates, photos, and other documentation related to your clients, sites, and operations.

---

Accessing Documents

Navigate to Documents from the sidebar menu to see all uploaded files. Documents can also be accessed from individual client, site, or job pages.

---

Document Types

Common document types you might store:

Type	Examples
Contracts	Signed service agreements, terms and conditions
Certificates	Insurance certificates, licenses, compliance docs
Site Photos	Before/after photos, site condition records
Instructions	Site access details, special procedures
Floor Plans	Building layouts, area maps
Safety Documents	MSDS sheets, safety procedures, risk assessments

---

Uploading Documents

To upload a new document:

1. Click Upload Document
2. Select the file from your computer
3. Choose the document type/category
4. Link to a client, site, or job (optional)
5. Add a description
6. Click Upload

---

Organising Documents

Keep your documents organised:

• Categories - Assign documents to categories for easy filtering
• Linked Records - Connect documents to clients, sites, or jobs
• Descriptions - Add clear descriptions so files are easy to find
• Naming - Use descriptive file names before uploading

---

Finding Documents

Search and filter to find documents:

• Search - Search by file name or description
• Filter by Type - Show only contracts, photos, etc.
• Filter by Client - See all documents for one client
• Filter by Date - Find recently uploaded files

---

Viewing and Downloading

To access a document:

1. Click on the document name to preview (if supported)
2. Click the Download button to save to your device
3. PDFs and images can be viewed directly in the browser

---

Deleting Documents

1. Find the document you want to remove
2. Click the Delete button
3. Confirm the deletion