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Documents

The Documents section is where you store your company-level files — commercial registration, VAT certificates, office leases, licences, insurance policies, and any other paperwork that belongs to the business rather than to a specific employee or invoice.

Accessing Documents​

Click Documents in the sidebar. The section is available to users whose plan includes the Documents module.

The document list​

The main area shows every document uploaded for your company:

  • Name — the label you gave the document, plus an optional short description.
  • Type — PDF, JPG, PNG, or HEIC.
  • Size — the file size.
  • Uploaded — when it was added and by whom.
  • Expiry — a badge that lights up yellow when a document is expiring within 30 days and red when it has expired. Documents without an expiry date show a dash.

Use the search field above the list to filter by name or description.

Uploading a document​

Click Upload document at the top‑right of the section. In the dialog:

  1. Drop a file into the dashed box, or click it to choose one from your computer. Allowed types: PDF, JPG, PNG, HEIC. Maximum size: 20 MB.
  2. The Name field auto‑fills from the file name — edit it to something meaningful.
  3. Add an optional Description.
  4. If the document has an expiry date, tick Has an expiry date and pick the date. The preference sticks — next time you upload, the field remembers to appear.
  5. Click Upload.

A toast confirms the upload and the document appears at the top of the list.

Viewing and managing​

The ⋮ menu on any row opens three actions:

  • View — opens a full‑screen preview. PDFs render in an embedded viewer; images are shown inline. The dialog has a Download button if you prefer to save locally.
  • Download — downloads the original file.
  • Delete — asks for confirmation, then removes the document permanently. There is no undo.

Mobile​

On smaller screens the list switches to a card layout. Every card has the same action menu and opens the same preview as the desktop table.

note

This feature currently stores documents in your browser for development preview. Wiring to the backend (persistent storage, permissions, expiry reminders) is tracked separately and will not change this UI.