Documents

Use Documents to find cloud files attached to Notes in your active company and business unit.

Find a Document

1. Enter a filename, annotation title, or current hierarchy name/number in the search box.

2. Optionally narrow results by one Customer, Location, Service Call, Job, Equipment, or Appointment. Filters combine, so incompatible selections return no documents.

3. Filter by direct attachment entity type, extension, or uploaded date. Sort the grid, then use the pager to browse results.

4. Select a source record to open its Notes context.

Download and Availability

• Completed files can be opened from their action menu using your browser's normal preview or download behavior.

• The grid identifies the direct attachment source, current hierarchy, annotation title, file type, size, uploader, upload date, and Internal annotations.

• Pending files are excluded until cloud storage confirmation finishes.

• Unavailable files cannot be downloaded; retry the original upload or contact an administrator if the storage configuration is unavailable.