Documents Features
Complete feature reference for the Documents addon
Feature Overview
| Feature | Description | Access |
|---|---|---|
| Document Creation | Create and manage documents | Company |
| Document Types | Categorize documents | Company |
| Project Integration | Link to projects | Company |
| Collaboration | Comments and notes | Company |
| File Attachments | Upload supporting files | Company |
| PDF Export | Download as PDF | Company |
1. Document Creation & Management
Create documents with detailed subjects, types, and assignments.
Capabilities
- Create documents with subject and description
- Assign document types for categorization
- Link documents to specific projects
- Designate responsible users
- Set privacy levels (public/private)
- Generate unique document numbers with prefixes
Available Actions
| Action | Description |
|---|---|
| Create | Add new document |
| Edit | Update document details |
| Duplicate | Copy existing document |
| Delete | Remove document |
| Preview | View before finalizing |
2. Document Types
Categorize documents with custom types.
Capabilities
- Create custom document types
- Organize documents by category
- Edit and manage types
- Delete unused types
Example Types
| Type | Use Case |
|---|---|
| Contract | Legal agreements |
| Report | Business reports |
| Policy | Company policies |
| Proposal | Client proposals |
3. Project Integration
Seamlessly link documents to project management.
Capabilities
- Associate documents with specific projects
- Create unified workspaces
- Link milestones, tasks, and documentation
- Maintain complete project visibility
- Streamline workflow across departments
4. Collaboration Tools
Built-in collaboration through comments and notes.
Comments
- Add comments with timestamps
- User attribution for accountability
- Edit and delete your comments
- View comment history
Notes
- Create internal notes
- Attach to specific documents
- Use for reminders and documentation
- Private by default
5. File Attachments
Comprehensive file management capabilities.
Capabilities
- Upload multiple files per document
- Preview attachments before download
- View file size and path
- Access control based on privacy settings
- Download attachments
Supported Operations
| Operation | Description |
|---|---|
| Upload | Add files to document |
| Preview | View before downloading |
| Download | Save to local device |
| Delete | Remove attachment |
6. Advanced Features
Duplication
- Duplicate existing documents
- Choose to include/exclude notes and comments
- Save time on similar documents
Status Tracking
- Track document through workflow stages
- Update status as document progresses
- Visual status indicators
PDF Export
- Export any document as PDF
- Professional formatting
- Share and archive easily
Related Features
- Internal Knowledge — Knowledge base system
- Custom Fields — Add custom fields to documents