Documents — the main screen
drop a screenshot at assets/screenshots/guides/central-document-manager.png to replace this
1. ONE VIEW ACROSS THIRTEEN MODULES
Every file uploaded to a Sales Order, Bill, Purchase Order, Bill Payment, Purchase Receipt, Purchase Return, Stock Adjustment, Stock Reconciliation, Delivery Order, Material Issue, Sales Payment, Sales Return, or Manual Journal shows up here automatically — nothing extra to upload or tag. Search by file name, or filter down to a single module with the module dropdown, and go from "I remember roughly what this was" to the actual file in seconds.
2. PERMISSION-SAFE BY DESIGN
This isn't a shortcut around your existing permission setup. Each row shown here is re-checked against that specific module's own view permission before it's displayed — a user who can't open Bills won't see Bill attachments here either, even though this is one shared screen. Download and delete on a given file follow the same rule: a user needs the underlying module's permission, not just access to Documents itself.
3. DOWNLOAD OR DELETE FROM ONE SCREEN
Once you've found the file you need, download it or remove it directly — no need to navigate into the original Sales Order or Bill just to grab an attachment. Deletion still respects that module's own delete permission, so this is a faster way to reach a file, not a way to bypass the controls already in place around it.
4. HOW IT CONNECTS TO THE REST OF THE SYSTEM
- Every file shown here was originally uploaded on its owning module's own page — Sales Orders (07), Bills (16), Payments Made (17), Receiving (15), Purchase Returns (18), Stock Adjustments (03), Stock Count & Reconciliation (05), Delivery & Fulfillment (11), Sales Payments & Receivables (09), Sales Returns & Credit Notes (10), and manual journal entries under Chart of Accounts & General Ledger (27) — Documents is a second, unified doorway to the same files, not a separate upload location. Product, variant, and category photos live in the separate Media Library (58) gallery, not here — this module is for transaction paperwork, that one is for catalog imagery.
- Access follows Settings & Permissions (42) exactly, module by module, described above.
5. WHY IT SCALES FROM SMB TO ENTERPRISE
Small business
Stop asking "which order did I attach that supplier invoice to" — search the file name once instead.
Growing business
A bookkeeper closing the books for the month can pull every attached bill, payment receipt, and delivery note without needing a login to every individual module's team member.
Enterprise
Audit and compliance requests ("show every document tied to this vendor's Bills this quarter") are answered from one screen, with the same per-module permission wall intact so nothing is exposed that a reviewer shouldn't already be able to see.
Quick Reference
Documents ................................. Media & Documents > Documents