Project Documents

Project documents store active agreements, invoices, and other documents related to your projects. Files can be gathered in various ways and are stored in one location.

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convenience quick search features
Convenience — Project Documents


Group documents into folders to separate them by project and keep things orderly. Add documents by email or API, or create them directly in the Planfix interface.

Quick Search — Project Documents

Quick Search

Use filters and the search window to quickly find the document you need. Add important and frequently used documents to your favorites so you can return to them easily.

Features — Project Documents


Work with project documents in one place: add, view, edit, store, and download them. View document version history, dates changes were made, and the employees who made changes. Set up access to project documents, specifying which employees can view or edit documents.

Create new documents in projects using your preferred method, work on them, and share them with colleagues, making collaborative work more efficient.
Learn more about working with Documents

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