// MODULE: DOCUMENTS HISTORY

Attach, Organize, and Retain Critical Documents Securely

The Documents History module provides centralized document tracking across modules and form records. Whether you’re uploading signed forms, technical specs, contracts, or project assets, this module ensures all documents are stored securely, contextually attached, and accessible when needed.

Core Features

• Record-Level Attachments: Upload documents to any supported form or module
• File Type Support: Accepts PDFs, Word docs, spreadsheets, images, and more
• Encrypted Filestream Storage: All files are stored as encrypted streams—no flat files or duplicates
• Secure Access: Files are streamed directly to the user on demand—never saved locally unless downloaded
• Inline Previews: View documents in-browser without downloading
• Search & Filter: Filter documents by module, file type, tag, or date
• Permissions-Based Access: Show or restrict documents by role, department, or record

Used In

• Project and task file storage
• Contract and agreement retention
• Client or employee documentation
• Compliance and audit document management

Optional Integrations

• 📁 CRM / Contact Logs – Store client, vendor, or employee documents at the contact level
• 📋 Work Orders – Attach spec sheets, guides, or signed confirmations
• 📅 Project Management – Associate documents with milestones or deliverables
• 📈 Education & Training – Archive student submissions or completion forms

Compliance data is visible directly in dashboards, user profiles, asset logs, or reporting views—so you always know what’s current and what’s overdue.