What Documents Support

Documents provide a central place to store and review files connected to CDM records. Documents can be linked to clients, properties, loans, work plans, work items, inspections, contractors, funding sources, programs, and other supported records.

Use Documents to keep application files, photos, loan documents, contractor files, inspection evidence, funding source records, work plan files, and other supporting materials attached to the right operational record.

Where Documents Appear

Documents appear in two main ways:

• Global Documents manager for searching and managing documents across the account.
• Record-level Documents tabs or panels for documents linked to a specific client, property, loan, work plan, contractor, funding source, or work item.

Supported Upload Types

The upload dialog accepts common file types, including:

• PDF.
• Word documents.
• Excel files.
• Images.
• Text files.
• CSV files.

Document Metadata

Each document can include:

• Title.
• Description.
• Document type.