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User Manual · Chapter 14 — Documents and files

14.2 Where documents live — attachments, the library, and the file plan

Three homes, one system:

  • On the record. Nearly every record and transactional document carries an Attachments tab: the masters (customers, suppliers, products, employees) and the working documents (orders, invoices, receipts, payments, waybills, and the rest). A file here is visible to exactly the people who can see the record — there is no separate filing permission to get wrong (§14.3).
  • In the Document Library. Standalone files that belong to no single record — the lease, the insurance policy, the registration certificate — live in a folder tree you shape yourself, beside the tree the file plan maintains (§14.4).
  • In the capture inbox. Paper on its way in — supplier bills and receipts uploaded or emailed — waits here, already read, until a person decides what it becomes (§14.6).

A record's files have two doors: the same file you open from a customer's Attachments tab also stands in the library, in the folder the file plan computed for that customer (§14.5). It is stored once — the library folder is a place the system works out, not a copy. Prints join in too: the issued PDF of a posted document files itself onto the document (1.10), which puts it behind both doors at once.

Snapshot: portal-v0-2026-11-10