Articles tagged documents

Some documents shouldn't go out the door without a second pair of eyes — estimates with pricing exceptions, contracts with riders, refund letters. The approval workflow makes that review explicit, traceable, and fast eno...

Insurance certificates, vessel registrations, government IDs — different asset types require different documents. Configure the requirements once at the type level and the system tracks compliance automatically.

Don't email a contract as an attachment that lives forever in someone's inbox. A share link gives you control — expiration, revocation, view tracking — and looks more professional. Here's how to use it well.

The document library is where every contract, photo, certificate, and signed waiver lives. The structure you set up in the first month determines whether it's findable in year two — here's how to organize it before it's...