External Docs
← All docsDocuments storage for certificates, guarantees, warranties etc.
Understanding External Documents
The External Documents feature allows you to securely store important third-party documents alongside your business records. This is useful for keeping everything…
Uploading External Documents
External Documents allow you to securely store important files related to your work, customers, or projects. These files are stored privately inside…
Linking External Documents to Customers and Jobs
External documents can be linked to customers or [jiffy] documents such as quotes and invoices. This makes it easier to keep all…
External Document Categories and Organisation
External Documents can be organised using categories to make them easier to manage and locate later. Categories help you group similar documents…
External Document Security and Privacy
[jiffy] stores External Documents using a secure private storage system designed to protect your business records. Unlike the standard WordPress Media Library,…