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Documents
The Documents page manages document storage, generation, and distribution across the platform.
Navigation: Communication → Documents
Document Management
PinkApple provides a centralised document repository where you can:
- Upload documents — Store files against specific records (clients, loans, accounts)
- Generate documents — Create documents from templates populated with live data
- Track versions — Maintain version history for updated documents
- Control access — Documents respect the permission and business unit scoping system
Document List
| Column | Description |
|---|---|
| Document Name | File name or generated document title |
| Entity | The record this document is attached to (client, loan, account) |
| Type | Upload, generated, or template-based |
| Created By | The user who uploaded or generated the document |
| Created Date | When the document was created |
| Size | File size |
Uploading Documents
- Navigate to Communication → Documents or open a specific record (client, loan, etc.)
- Click Upload Document
- Select the file from your computer
- Add metadata:
| Field | Description | Required |
|---|---|---|
| Document Name | Descriptive title | Yes |
| Entity / Record | What this document relates to | Yes |
| Category | Document category (ID, contract, correspondence, etc.) | No |
| Notes | Additional context | No |
- Submit
Generating Documents from Templates
- Open a record (e.g., a loan account)
- Click Generate Document
- Select a template
- The system populates the template with the record's data
- Review the generated document
- Save or download
Supported File Types
PinkApple supports common file formats:
- Documents: PDF, DOC, DOCX, XLS, XLSX, TXT
- Images: JPG, PNG, GIF, BMP
- Others: CSV, ZIP