For the complete documentation index, see llms.txt. This page is also available as Markdown.
Document storage in job management
On the three hierarchy levels of project management (customer, customer account and job) you can in the "Documents" tab for the respective record upload relevant documents and share them with your team.
For this you can simply upload a file by drag & drop or by clicking the gray box.
Uploaded documents then appear below the box and can be opened or downloaded with a click. The documents can be viewed and edited by all users with the appropriate permission.
The documents are not visible on the linked hierarchy levels.
That means a document uploaded to the job is not visible in the linked customer account or in other jobs of the customer account.
You don’t see the "Documents" tab?
Access to the documents in job, customer account and customer can be configured for a specific user or a user group in the permission settings under Settings. You can find detailed information about the permission settings here:
