Document Management
Customer and project papers in one place, each with a verified status.
Upload documents against a customer or a project, sort them by category and type, and mark each one verified.
What's included
- Customer Documents
- Upload Documents
What it does for you
Set up document categories and types to match the papers your process asks for.
Upload several files at once to a customer or project. They show on that record.
Each document carries a verification status, with who verified it and when.
Files are kept private and open only after a permission check. Customers see only their own.
Who uses it
- Back-office staff who collect and check customer papers.
- Project managers who need to see what is still missing.
- Customers, who can open their own documents from the customer portal.