Documents

The Documents module provides centralized file storage for your organization. Navigate to Documents in the sidebar.

Features

• Upload and store business documents (contracts, receipts, statements)
• Organize files into nested folders
• Set document visibility (shared with team or private)
• Attach documents to contacts, invoices, bills, bank lines and expense claims
• Search, filter by type, and sort your document library
• Drag and drop file uploads

Uploading Documents

Click Upload Files on the documents page or drag and drop files into the browser. When uploading, you can choose the visibility:

• Shared with team - All organization members can view, download, and delete the file
• Private (only you) - Only you can see the file. Other members will not see it in their document list

You can change visibility later from the file's context menu (three-dot icon).

Folders

Create folders and subfolders to organize your documents. Use the New Folder button to create a folder in the current location. Navigate between folders using the breadcrumb trail at the top.

Attachments on records

Files can also be attached where you work:

• Contacts: the contact's Files tab, for contracts and correspondence
• Invoices: supporting documents on the invoice page
• Bills: the supplier's invoice under Supplier documents
• Bank lines: a slip or receipt on the line in Accounting → Banking
• Expense claims: a Receipt on each item

Storage

Anchor has no paid plan or storage tier.