Documents library
Browse, search, upload, and manage documents across contacts and other entities.
The documents page is the cross-record document library. Files uploaded against a contact, account, opportunity, or job all appear here. You can search across every contact at once — you don't need to know which record a document belongs to before you go looking for it.
What you can do here
- Search by name with the search box (debounced — typing is fine). Results span all contacts, and the list carries a Contact column so you can see where each document lives.
- Filter by contact to narrow the view to a single person.
- Upload a document — pick a contact first, since every document has to belong to a record. Gated by your upload permission.
- Download any document.
- Rename a document. Opens a small dialog.
- Move a document to a different contact or entity.
- Toggle sharing to control whether the contact can see the document in their portal.
- Delete with confirmation.
How scoping works
Every document in Vertiqa belongs to a record — a contact, an account, a job. Browsing and searching work across all of them, so this page is where you go when you know the filename but not the owner. Uploading is the one action that needs a contact selected first, because a new file has to be attached to something.
Permissions
The documents library is gated behind the DOCUMENTS_VIEW permission. Upload, rename, move, and delete each have their own permission gates. If a control is missing, your role doesn't have it — talk to an admin.
Tips
- Don't dump every PDF onto the contact. Keep the documents library to things that belong on the customer record (contracts, photos, signed forms).
- Use the share toggle deliberately. A document toggled on is visible in the customer portal — make sure it should be.