Documents
The Documents tab is the central repository for all files and generated documents attached to the order.
| Feature | Description |
|---|---|
| Generated Documents | BOLs, invoices, purchase confirmations, and packing lists can be generated directly from this tab based on current order data. |
| Uploaded Attachments | External files (PDFs, photos, inspection reports, signed documents) can be uploaded and attached to the order record. |
| Document Status | Each document can carry a status (draft, sent, signed, void) to track where it is in the approval workflow. |
| Email / Send | Documents can be emailed directly from this tab to customer or vendor contacts on file. |