Overview

Two organization-wide browsers for everything you have generated and uploaded — documents and files.

Storage gathers all your paperwork and drawings in one place, across every job. Where a work order's own tabs show only that job's documents and files, Storage spans the whole organization, so you can find something without first knowing which job it belongs to.

It has two browsers.

BrowserWhat it holds
DocumentsEvery document generated across all work orders
FilesEvery drawing and 3D model uploaded to any position

Both show which work order and client each item belongs to, and both let you search, so finding one document among hundreds is a matter of typing part of its name.

Documents storage is admins and moderators only

The document browser is closed to members. The file browser is open more widely. Where a browser is restricted, a member who opens it sees a No access message.

What this section covers

  • The document browser, and its filters
  • The file browser, and how it is organized by position