Features / Documents

Documents · from the Solo plan

The right file, the latest version, only for the right people

Upload contracts, certificates, drawings and reports into folders, tag them, link them to customers or projects, and keep earlier versions. Files are stored privately — never at a guessable public address — and every download is permission-checked.

The problem

  • Files spread across phones and personal email
  • Not knowing which version is final
  • Expired certificates nobody noticed

How it connects

  • Documents link to customers, projects and approvals
  • Expiring documents appear on the dashboard and in Renewals

What you can do

Folders, categories & tags

Organise documents the way your team works.

Versions

Upload a new version and keep the history.

Access control

Restrict documents to managers or owners/admins.

Expiry dates

Set an expiry date and get reminded before it lapses.

Previews

Preview PDFs and images in the browser.

Access history

See who downloaded a document and when.

Questions

How much storage do I get?

Storage depends on your plan and is shown on the pricing page. Your workspace shows how much you have used.

Try every feature free for 7 days

No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.