Category: Core Features

Documents - Getting Started

Getting Started with Documents

Time to read: 3 minutes What you'll learn: How to set up and start using the Documents addon

TL;DR

The Documents addon provides a comprehensive platform for creating, organizing, and managing all your business documents with collaboration features.

What is Documents?

Documents is a centralized document management system that helps you:

  • Create Documents — Build documents with subjects, types, and assignments
  • Link to Projects — Connect documents to specific projects
  • Collaborate — Add comments and notes with your team
  • Attach Files — Upload supporting files and attachments
  • Export — Download documents as PDF

How to Access Documents

  1. Log in to your Custojo dashboard
  2. In the sidebar, look for Documents section
  3. You'll see these options:
    • Document List
    • Document Types

First Steps

Step 1: Create Document Types

Define categories for your documents:

  1. Go to Documents → Types
  2. Click + Create
  3. Enter type name (e.g., "Contract", "Report", "Policy")
  4. Save

Step 2: Create Your First Document

  1. Go to Documents → List
  2. Click + Create
  3. Fill in:
    • Subject — Document title
    • Type — Select from your types
    • Project — Link to a project (optional)
    • User — Assign a responsible user
    • Privacy — Public or Private
  4. Save — Document is created with unique ID

Step 3: Add Collaboration

  1. Open your document
  2. Add Comments for team discussion
  3. Add Notes for internal reminders
  4. Upload Attachments for supporting files

Key Features at a Glance

Feature What It Does
Document List View and manage all documents
Document Types Categorize documents
Comments Team discussion on documents
Notes Internal reminders and notes
Attachments Upload supporting files
PDF Export Download as PDF

Next Steps

Need Help?

If you have questions, check our FAQ or contact support.