Documents

The Documents module provides centralized file storage for your organization. Navigate to Documents in the sidebar.

Features

• Upload and store business documents (contracts, receipts, statements)
• Organize files into nested folders
• Set document visibility (shared with team or private)
• Attach documents to contacts, transactions, invoices, and expenses
• Search, filter by type, and sort your document library
• Drag and drop file uploads

Uploading Documents

Click Upload Files on the documents page or drag and drop files into the browser. When uploading, you can choose the visibility:

• Shared with team - All organization members can view, download, and delete the file
• Private (only you) - Only you can see the file. Other members will not see it in their document list

You can change visibility later from the file's context menu (three-dot icon).

Folders

Create folders and subfolders to organize your documents. Use the New Folder button to create a folder in the current location. Navigate between folders using the breadcrumb trail at the top.

Document Attachments

Documents can be attached to:

• Contacts - Store contracts, agreements, or correspondence per contact
• Invoices and quotes - Attach supporting documents for customers
• Bills and expenses - Store receipts and supplier documents
• Journal entries - Attach source documents for audit purposes

Storage Limits

Storage is metered per organization. Your plan determines how much storage is available:

Check your current usage in Settings > Billing. When storage is nearly full, you will see a warning.

Storage Backend

Documents are stored in S3-compatible storage. See Getting Started for S3 configuration.