External Documents allow you to securely store important files related to your work, customers, or projects.

These files are stored privately inside JiffyTrade^™ and are not publicly accessible through the WordPress Media Library.

When to Upload an External Document

You may want to upload an external document when you need to store paperwork such as:

• Compliance or safety certificates
• Insurance policies
• Guarantees or warranties
• Inspection reports
• Customer-issued documentation
• Third-party invoices
• Product documentation

These files can be linked to customers or documents so everything related to a job stays organised.

Uploading a Document

To upload a document:

1. Go to My Business → External Documents
2. Click Add Document
3. Upload the file you want to store
4. Enter a title or description
5. Choose a category (optional)
6. Assign the document to a customer or document (optional)
7. Click Save

Once saved, the file will appear in your External Documents list.

Supported File Types

You can upload most common document formats including:

• PDF
• Images (JPG / PNG)
• Word documents
• Other standard file formats

If your server allows the file type, it can usually be stored.

Downloading Files

Any uploaded document can be downloaded instantly.

Simply click the Download button next to the document in the list.

Files are served securely from your private storage location.

Organising Documents with Categories

Categories allow you to group documents into logical types.

For example:

• Certificates
• Insurance
• Guarantees
• Compliance
• Reports
• Other

Using categories helps you filter and locate documents quickly when your archive grows.

Locking Documents

Documents can be locked to prevent accidental deletion or modification.

This is useful for important records such as:

• Insurance policies
• Official certificates
• Completed compliance documentation

Locked documents must be unlocked before they can be edited or removed.

Secure Storage

External documents are stored inside a secure private folder, separate from the WordPress Media Library.

This means:

• Files cannot be accessed directly via public URLs
• Files are not indexed or exposed publicly
• Documents remain private to your business records