05 · Document Attachments

Every file, attached where the work is.

Drawings, specs, signed quotes and photos live with the estimate, package or project they belong to — versioned, previewable and access-controlled.

Attachments in context

No more hunting through inboxes.

Attach any supported file directly to a record. Every upload is versioned with full history, previewable in place, and governed by the same role-based access as the rest of the platform.

Attachments
📄Excel, PDF, images & WordAttach any supported file directly to the estimate, package or project it belongs to.
🔄Versioned with full historyEvery upload keeps its history, so the current file is obvious and the previous one is never lost.
👁Previewable in placeOpen a drawing or a signed quote against the record without downloading it first.
🔒Role-based access per fileFiles inherit the same role-based access as the record they hang from — no separate permission model.

The file lives with the record, not in an inbox.

Drawings, signed quotes, specs and certificates attach to the estimate, package or project they belong to — versioned, previewable and governed by the same access rules.

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