Document Management

TekToro's Document Library provides a centralized view of every file across your workspace — whether it was uploaded to a client record, a project, a task, or an HR profile.

Centralized Document Library

The Documents page aggregates files from all sources into a single interface. A sidebar on the left provides hierarchical navigation:

• All Documents — every file in your workspace
• Client Documents — files attached to client records, grouped by client
• Project Documents — files attached to projects, grouped by project
• Task Documents — files attached to tasks
• HR Documents — employee and contractor files (certifications, insurance, contracts) — visible only with the hr.view permission

Each category shows a document count, and folders can be expanded to drill into specific clients, projects, or members.

Uploading Documents

Documents can be uploaded from multiple locations:

• Documents page — upload directly to the general document library
• Client modal — attach files to a specific client (Step 5 of client creation/editing)
• Project detail — upload files to a project's Documents tab
• Task detail — upload attachments to a task
• HR Contracts — attach contract documents when creating or editing a contract
• Onboarding wizard — upload certifications, insurance, and other required documents during onboarding

File Limits and Security

• Maximum file size: 50 MB
• Executable file types are blocked for security (.exe, .bat, .cmd, .sh, .dll, .ps1, and others)
• Supported types include PDFs, images, Word documents, Excel spreadsheets, text files, and more

Browsing and Finding Documents

View Modes

Switch between two display modes:

• Grid view — document cards with file type icons, badges, and metadata
• List view — a compact table format for scanning many documents quickly

Document Cards

Each document card displays:

• A file type icon and color-coded badge (PDF, Image, Spreadsheet, Document)
• File name and size
• Upload date
• Name of the person who uploaded it
• A client badge if the file was uploaded by a client portal user

Search and Filter

• Search by file name across all document sources
• Filter by type — show only PDFs, images, spreadsheets, or documents

Document Actions

• Download — generate a secure, signed download URL
• Preview — view images and PDFs directly in a modal viewer without downloading
• Delete — remove a document (requires the documents.delete permission)
• Update description — add or edit a description for any document

Access Control

Document visibility is controlled by your role and permissions:

• Client portal members — can only see documents belonging to their specific client
• Team members without hr.view — cannot see HR documents in the library
• Team members without clients.view_all — see only documents from clients linked to their projects
• Permissions required: documents.upload to upload files, documents.delete to remove them