Upload links and incoming files
Use secure upload links when someone needs to deliver a document without sending it through normal email. Uploaded files can be reviewed from the work folder and then attached, processed, or moved.
For mobile or field workflows, share the upload link only with people who should send documents for the company.
Process, open, rename, move, or delete
The work folder supports practical file actions: open a file, process it, rename it, move it to another category, refresh the list, or delete it when it is no longer needed.
Categories and attachments
Document categories keep purchase documents, sales documents, subcontractor documents, planning files, and miscellaneous attachments easier to search. Attach PDFs or supporting files to the record where the team will expect to find them later.
Accounting preparation
Clean document organization makes accountant access easier because purchase PDFs, sales invoices, UBL files, and supporting documents can be found and downloaded from the expected records or portal views.