Documents

A central library for files — policies, templates, contracts, images — organized in folders with version history.

How it works

• Upload files into folders; each file supports versions (upload a new version without losing history).
• The built-in file previewer opens images, PDFs, and text inline — the same previewer used across the app (e.g. on task proof and form attachments).
• Files are served through a storage layer that supports a local store today and S3-style buckets (configured per tenant by platform admins).

SharePoint / OneDrive

If your workspace connects the SharePoint / OneDrive integration (Admin → Integrations), a Browse SharePoint button appears here. You can search and navigate your Microsoft 365 library and link files straight into Documents — the link points back to the file in M365, so there's no duplicate copy to keep in sync.

How to configure

1. Create folders to match how your team thinks about content.
2. Upload files; add new versions as documents evolve.
3. Use archive rather than delete to keep history; hard delete is restricted.