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Business administrators Preview

Documents user manual

Understand the current Documents preview and its available controls.

This workspace is in preview.Availability and workflows may change before general release.

5 articles

Workflows and guidance

01 What This Module Is TodayThe Documents module is currently a scaffolded preview area. It is available in navigation, permissions, billing, and tenant module enablement so future document workflows can be a... 02 What You Can AccessDashboard preview Library placeholder Settings placeholder This preview manual 03 What Is Intentionally Not Available YetFile upload Folder management Version history OCR or data extraction Approval workflows Retention or destruction policies Links to Accounting, Payroll, CRM, or Procurement records 04 Planned DirectionThe future Documents module is intended to support: Central document storage for tenant-wide records Compliance-ready document history and controlled versions Cross-module attachme... 05 Operational NoteIf this module is enabled today, users should treat it as a placeholder workspace rather than an active document repository.