Documents
The Documents module provides centralized file storage for your business. Upload, organize, and retrieve documents from one place.
Uploading Documents
- Navigate to Documents in the sidebar
- Click Upload or drag and drop files into the upload area
- Supported formats: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG, and more
- Files are stored securely and linked to your tenant account
Organizing Documents
Folders
- Create folders to categorize documents (e.g., "Client Contracts", "Visa Applications", "Trade Licenses")
- Move files between folders as needed
Tagging
- Add tags to documents for easy searching
- Common tags: client name, free zone, document type
Searching Documents
- Use the search bar within the Documents page to find files by name or tag
- The global search (
⌘ + K) also includes document results
Linking Documents to Leads
- Attach relevant documents directly to a lead's profile
- When viewing a lead, see all associated documents in one place
- This keeps everything organized per client
Security
- Documents are stored with tenant isolation — each company only sees their own files
- In production, files are stored in Supabase Storage with secure signed URLs
- Access is controlled through your account's authentication
Tips
- Upload all relevant documents when creating a new lead — it saves time later
- Use consistent naming conventions (e.g.,
ClientName_PassportCopy.pdf) - The AI Assistant can reference uploaded free zone documents when answering questions