Documents storage
Browse every document your organization has generated, filtered by type, date, and name.
The document browser lists every document generated across all your work orders, newest first, a page at a time. It is the place to find a document when you know roughly what it is but not which job it came from. This browser is open to admins and moderators only.
Reading a document
Each document is a card showing its name or number, its type and file size, and the work order and client it belongs to. Two badges flag anything unusual:
- Voided for a document that has been cancelled.
- Pending for one whose upload never finished, usually a dropped connection while generating.
Finding a document
| Control | What it does |
|---|---|
| Search | Filters by document name |
| Type | Shows only one document type |
| Date range | Limits the list to documents issued within the dates you pick |
Working with a document
From each card you can view or download the PDF. An admin can also void a document here, the same as on a work order's own Documents tab, which cancels it while keeping it on record.