The Document Library is your central hub for storing, organizing, and sharing all business documents, templates, artwork, and files.
What You Can Store
Artwork files (AI, PSD, PDF, PNG, etc.)
Customer logos and brand assets
Quote and invoice templates
Questionnaire templates
Contracts and agreements
Reference materials and specs
Uploading Documents
1Go to Documents in the main navigation
2Click the "+ Upload" button
3Select files from your computer (or drag and drop)
4Add tags and categories to organize
5Choose visibility: Internal Only or Share with Customer
6Click Upload to save
Organization Features
Folders
• Create nested folder structures
• Organize by customer, project, or type
• Move files between folders easily
• Rename and delete folders
Tags & Categories
• Add multiple tags to any document
• Filter by tag for quick finding
• Pre-defined categories for shop docs: Artwork, Templates, Contracts, Quotes, Permits, Insurance, Warranty, etc.
• AI tool outputs auto-tag into matching categories: Logo Concept, Brand Kit, Tagline, Social Post, Content Calendar, Campaign Plan, Blog Article, Marketing Content
• Create custom tags
Search & Filter
Text Search — Find documents by name or content
Filter by Type — Show only PDFs, images, or other file types
Filter by Tag — Narrow down by assigned tags
Date Range — Find documents from specific time periods
Sharing & Permissions
Internal Only
Default setting. Documents are only visible to your team members. Customers cannot see these files.
Share with Customer
Documents marked for sharing appear in the Customer Portal. Customers can view and download.
Linking Documents to Jobs
• Documents can be linked to specific orders or order items
• Upload artwork directly from the Order Detail page
• Linked documents appear in the order's Files tab
• Questionnaire responses are automatically saved as documents
• Easy to find all files related to a project
Questionnaire Templates
Create reusable forms for gathering customer information: