Documents
PDFs and office files on the same case or task as the photos.
What it is
Documents are the files that are not photos: a worksheet, a certificate, a contract. They sit on the case or the task.
Where to find it
On the case or the task, when the feature is on. On the phone, DocuScan turns a paper page into a scan on the case.
How it works
Upload the file to the case or task it belongs to. It stays in the same history as the media, so the office does not have to find the PDF in email.
Good to know
Documents are on every plan. The owner turns them on or off under Billing. Shared manuals that many jobs use belong in the Knowledge base, not as a fresh upload on every case.