Documents
Upload, organise, and manage documents across all modules, including work orders, assets, compliance, contractors, and more. Documents can be stored in folders and linked to any record in the system.
Folders
Folders help you organise documents into logical groups, for example "Compliance Certificates", "Contractor Insurance", "Building Manuals". Facilities managers can create, rename, and delete folders.
Creating a Folder
- Go to Documents in the sidebar.
- Click Create Folder, give it a name, and click save.
Uploading a Document
- Navigate into the folder where you want to store the document.
- Click Upload Document and select your file.
- Optionally add a description and link the document to a work order, asset, compliance record, or contractor.
- Click Upload. The document is stored and can be downloaded by authorised users.
Supported File Types
PDF, Word, Excel, images, and most common document formats are supported. There is a file size limit, so check with your facilities manager for the current limit.
Linking Documents
Documents can be linked to specific records across the system. For example, you can upload an insurance certificate and link it directly to a contractor, or attach a service report to a work order. Linked documents are visible from the source record's detail page.
Downloading & Deleting
Authorised users can download any document using the Download action in the documents list. Users with delete permission can remove a document using the Delete action in the same row. Deletion is permanent, so consider archiving important documents before removing them.