Document Management

A full document library with folder structure, tagging, and version history. Upload files individually or in bulk, compare versions side by side, and attach documents to any record across the entire platform.

Features

• ✓ Full document library with folder structure and tag-based organization
• ✓ Upload with drag-and-drop support; bulk upload for large file sets
• ✓ Version history with diff comparison — always know what changed and when
• ✓ Template collections for standard, reusable document formats
• ✓ Cross-module document bridge — attach documents to any record in any module
• ✓ Breadcrumb navigation and contextual file browsing throughout the library