Documents are part of the work, not something your team should have to hunt for afterwards. The Console gives you a place to store files, create business documents and keep them connected to the customers, jobs, transactions and journeys they support.

A drawing may begin in a project, be needed during production and form part of the final record. A delivery note belongs with a dispatch, while an invoice belongs with the relevant customer and financial activity. Keeping those connections makes information easier to find and gives each team better context for its work.

Keep different kinds of files together

The Console can hold the different types of material your business works with, including PDFs, images, audio, three-dimensional files and other supported document formats. Your team can keep a drawing, photograph, specification, recording or completed form alongside the work it relates to.

Use clear names and check that you are uploading the correct version. If a file has been superseded, make sure colleagues can identify the current one before they rely on it for production or a customer decision.

Find files where you need them

You can access documents through the Console’s file and document views, but you may also encounter them while working in other areas. A project may have development files and customer correspondence. A production job may need drawings, instructions and inspection records. Finance may need a quote or invoice, while Logistics may need a route plan or delivery note.

These connections mean the person doing the work can open the relevant document in context. They do not have to know which colleague first uploaded it or search an unrelated folder before taking the next step.

Create documents from your business information

The Console can generate documents using information already recorded in your workspace. Depending on the task, this may include quotes, invoices, bills of materials, reports, route plans and delivery documents.

Company branding and details set during onboarding can appear on generated documents. Information associated with a customer, job, journey or transaction can help prepare the document without entering the same details again.

Always review a generated document before sharing it. Check names, quantities, prices, addresses, dates, payment terms and any other details that matter to the recipient.

Support projects and production

During a project, people may exchange drawings, specifications, revisions and other files while they develop the work. Keeping those documents with the project helps different departments follow the discussion and understand the information behind a decision.

When work moves into production, the relevant documents can remain available to the people carrying it out. Technicians and supervisors can refer to instructions and supporting files, while completed records can be kept with the job for later review.

This gives your team continuity from development through execution without asking each person to assemble their own collection of files.

Keep commercial and delivery records connected

Documents also support the activity around the work. A quote can be associated with a customer opportunity, an invoice with financial activity, and a delivery note with a dispatch. Journey plans and reports can be kept where the responsible team expects to find them.

Where your company uses the marketplace, relevant information and documents can accompany trading activity. This helps authorised participants review what is being offered, requested or agreed with the supporting material close at hand.

Access information across locations

Authorised staff can access the Console from supported devices wherever they have the connection and permissions needed to sign in. A project manager at a desk, a technician on site and a colleague working from another location can refer to the same current information.

“Globally accessible” does not mean that every file is visible to everyone. What a person can open depends on their account and the access your company has given them. Keep permissions current when responsibilities change.

Search and reuse what you know

As your company adds work, its file collection becomes a useful record of past decisions and completed activity. Use document search and the links from relevant records to find what you need.

Before creating a new file or asking a colleague to send another copy, check whether the document already exists in the Console. Reusing the current source saves time and reduces confusion caused by several copies of the same information.

Keep the record useful

The value of storing documents comes from connecting them to the right work and keeping them understandable. Add files where they belong, use recognisable names and review generated documents before issuing them.

When a colleague opens a customer, job, journey or financial record, they should be able to find the supporting information they are authorised to see. That makes the Console more useful as both a working space for today and a record your business can return to later.