Document Management

Account Documents serve as a way to store and organize supporting files directly related to a specific account. This feature allows users to upload and associate documents such as PDFs, images, manuals, permits, inspection reports, and more, with the account they’re managing.

The functionality works similarly to attaching a file to an email. Users can drag and drop files or browse to upload them, and optionally include hyperlinks or additional notes. Once uploaded, the documents are stored in the system and remain accessible to users. This ensures that all relevant documentation is centralized and easy to retrieve during reviews or audits.

Caution!

The following file types are not supported: .BAT, .CMD, .COM, .DLL, .EXE, .MSI, .PHP, .PL, .PY, .SH, .SQL, .TS, .TSX, and .VBS.

Add a Document to an Account

1. Search for the Account

2. Click the Documents tab
   

3. Click New Document
   

4. Click Drop or Browse Attachment
   

5. Find the file on your computer
   

6. Click Open
   

7. Complete the Document Options

8. Click Save
   

Change a Document

1. Search for the Account

2. Click the Documents tab
   

3. Click on the Document label
   

4. Click the Attached box
   

5. Find the file on your computer
   

6. Click Open
   

7. Click Save
   

Delete a Document

Important Note:

Deleted documents cannot be recovered.

1. Search for the Account

2. Click the Documents tab
   

3. Click on the Document label
   

4. Click Delete
   

   Caution!

   There is no confirmation prompt to confirm deletion. Please ensure the correct document is being deleted.

Document Options

• Display

• Public: Sets if the document is visible outside of the organization

• Group:

• Date: Date of upload, edit, or comment

• Name: The owner of the upload, edit, or comment

• Text Box: Type any notes, comments, or a general description of the document.