Documents
Upload, preview, and attach files to leads and clients. Documents are stored in the database itself, not on a third-party file service — your workspace's storage cap controls how much you can hold.
What file types can I upload?
Office files preview in the browser. How?
Can I store PHI (protected health information)?
Where's my storage cap?
Categories
Application, Policy, ID Document, Signed Form, Quote, Correspondence, Other. The rail on the left of the Documents page lists each category with a count, so you can tell where files are piling up before you click anything. Click a category to filter, or All to clear it. Files uploaded without a category sit under Uncategorized, a link that only shows up once you have some. On a phone the rail turns into a row of chips you scroll sideways.
Linking to records
A document can be linked to a lead, a client, both, or neither. Lead and client detail pages show their attached files in a "Documents" section with a grid of previews. The standalone Documents page (this one) shows everything in the workspace. The dropdown next to the category rail narrows it to leads only, clients only, or unlinked files, and the category you picked stays selected when you change it.
Uploading
Click + Upload Document in the toolbar. Pick a file, set a category, optionally link to a lead or client, optionally add notes. The same modal exists on lead and client detail pages too, with the linkage pre-filled.
Viewing
Click any document's name (or the View action) to open the in-browser viewer modal. PDFs and images render natively; Office files convert via LibreOffice and then render as PDF. Text files render as plain text. Use Download to grab the original file. Esc or click outside the modal closes it.
Per-client documents page
From a client's detail page, the Documents section has a "View All" link that takes you to a per-client documents view with the full file grid, total size, and category filters. Same upload modal, redirects back to the per-client view.