Documents
Documents
Section titled “Documents”Overview
Section titled “Overview”Documents are files uploaded and stored within the platform to support property management and operational workflows. They serve as a centralized repository for important information such as service records, instructions, permits, photos, and other reference materials.
The document system helps ensure relevant information is easily accessible to authorized users when needed.
Uploading and Storage
Section titled “Uploading and Storage”Users with the appropriate permissions can upload documents directly into the platform. Uploaded files are securely stored and linked to relevant records or workflows.
Files are organized contextually, allowing users to locate and manage them effectively.
Access to documents is controlled based on user roles and company boundaries, maintaining data security and privacy.
Supported Document Types
Section titled “Supported Document Types”Currently, the platform supports uploading PDF files.
Additional file types may be introduced in future updates.
For more information about supported file formats and upload guidelines, see the Supported File Types page.
Archiving and Management
Section titled “Archiving and Management”To keep records organized, documents can be archived when they are no longer actively needed but still require retention.
Archived documents remain searchable and accessible to authorized users, but are hidden from default views to reduce clutter.
Only users with specific permissions can archive or restore documents, and archived files are securely maintained unless deleted by an administrator.