Platform & Data · Documentation
Documents
A workspace and library with sharing, retention policies, and AI classification — documents that stay linked to the records they belong to.
Overview
A document store with retention and AI classify. A workspace and library with sharing, retention policies, and AI classification — documents that stay linked to the records they belong to.
Who it's for. Teams drowning in shared drives and email attachments.
Capability reference
6 capabilities ship in this module. Each is a live surface in the app.
- Overview
- Workspace
- Library
- Sharing
- Retention
- AI Classify
How it connects
Documents shares the platform's single database — the same customers, items, orders, and audit trail as the rest. Related modules: AI Assistant · Data & Schemas · Devices.