Documents

Documents stores proof files for your compliance program—COIs, license scans, certifications, permits, and inspection reports. Files can stand alone or link to a renewal so expiration and status flow from the parent record.

Upload files

• Drag and drop or browse to upload PDFs and images. On mobile, choose from your photo library, camera, or files app.
• Optionally link to a renewal during upload, or leave the file unassigned until you connect it.
• Duplicate detection blocks uploading the same file twice in one workspace.
• Files are stored securely per organization in Supabase storage.

Link, reassign, and open

Unassigned documents appear in filters and report tabs until linked. Reassign a document to a different renewal from the document actions menu. Open generates a signed URL for viewing or downloading. Linked documents inherit expiration status from their renewal for filtering (active, expiring, expired).

Attach from a renewal

When adding or editing a renewal, use the attached documents section to upload new proof or link files already in your library. This keeps renewal detail sheets and the Documents page in sync.