JiffyTrade^™ stores External Documents using a secure private storage system designed to protect your business records.

Unlike the standard WordPress Media Library, uploaded documents are not publicly accessible and cannot be viewed by anyone without proper access.

This ensures that sensitive documents such as certificates, guarantees, and insurance policies remain private to your business.

Private File Storage

All External Documents are stored in a private storage directory created by JiffyTrade^™ inside your WordPress uploads folder.

These files are not added to the WordPress Media Library, which means:

• Files are not publicly listed
• Files cannot be accessed through media URLs
• Files are not searchable by visitors
• Files remain part of your business records only

This provides a much more secure way to store business documentation.

Secure File Access

External documents are only accessible from inside the JiffyTrade^™ dashboard.

To download a document, a user must:

1. Be logged into WordPress
2. Have permission to access JiffyTrade^™
3. Request the file through the secure download system

This prevents direct file access and helps ensure documents remain protected.

Permission-Based Access

Access to External Documents follows the role-based permissions configured in JiffyTrade^™.

This means only authorised users can:

• Upload documents
• Download documents
• Edit document details
• Delete documents

Administrators can control which user roles have access through the Role Based Access Control (RBAC) settings.

Locking Documents

Important documents can be locked to prevent accidental changes or deletion.

Locking a document protects it from being modified unless it is first unlocked.

This is especially useful for records such as:

• Compliance certificates
• Insurance documents
• Official reports
• Completed documentation for finished jobs

Locking helps ensure important records remain preserved.

Backups and Data Protection

External Documents are included in the JiffyTrade^™ Backup System.

When you create a backup, the following are stored together:

• Business data
• Receipts
• External documents
• System records

This allows you to restore your complete business archive, including all stored documents.

Keeping Your Documents Safe

JiffyTrade is designed to keep your business documents private, organised, and protected.

By storing files securely, controlling user permissions, and supporting backups, the External Documents system helps ensure your important records remain safe and accessible whenever you need them.