Purpose

The global Documents manager lets staff search and manage documents linked across the account. Use it when you do not want to start from a specific client, property, loan, work plan, inspection, contractor, or funding source.

What the Table Shows

The table shows:

• Filename or title.
• Linked record.
• File type.
• Source.
• Uploaded by.
• Uploaded date.
• Actions.

Actions may include preview, download, open linked record, and delete.

Search

Use the search field to find documents by:

• Document title.
• Original filename.
• Linked record name.
• Uploader.

Filters

The page supports filters for: