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Documents & Day SheetsDocuments Workflow

Open documents from any tour via Documents in the tour header or sidebar.

Documents page with metrics, search, and file list Documents dashboard: upload, search, preview, and manage files.

What You Can Do

  • upload files (button or drag/drop)
  • search documents
  • preview supported files
  • download originals
  • rename titles
  • delete files (if permitted)

Permission-Based Visibility

You may be missing actions if your role does not include:

  • can_upload_documents
  • can_edit_documents
  • can_delete_documents
  • can_view_documents

File Organization Tips

  • use clear filenames before upload
  • avoid duplicate uploads for minor name changes
  • verify preview for operationally critical files
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