Documents overview¶

The document management system (DMS) stores the platform's files — agreement PDFs, price lists, promotions, reports, and general documents — in a folder tree, with per-folder and per-document permissions, expiry dates, and an approval workflow.

Browsing and finding¶

The document library is the folder-by-folder browser, reached from the sidebar and as a deal's Files tab.
The document search view searches across folders by status, type, and expiry — and doubles as the admin approval queue.
The document detail view shows one file: preview, metadata, validity, and actions.

Adding and editing¶

Uploading documents — the upload wizard (supplier submissions enter an approval queue) and direct folder upload.
Editing a document — metadata, validity dates, and status.
Managing document folders — create/move/delete folders and set their permissions.

Approval¶

Supplier-uploaded documents enter as pending and must be approved before they go live; approval can publish a news post and applies the folder's permissions.

How documents connect to deals¶

Documents relate to deals, companies, and other objects. Deal pages surface a deal's key documents, prices, and promotions (see the deal dashboard), and emailing a deal to its supplier grants that supplier access to the deal's document folder.

Time-sensitive documents drive expiry behavior (valid-from / valid-to), which powers the current-vs-pending split on prices and the promotions feed — see Promotions overview.

Permissions¶

Folders and documents carry object-level ACLs (view/edit/delete/admin) — see the permissions matrix.

The document library
Uploading documents, approving documents
Site settings reference — the upload wizard folders