Documents

What are documents?

Documents in brix are files and photos stored and linked to your work — for example:

• Quote attachments — PDFs, images, or other files attached to a quote or quote request.
• Client documents — Contracts, site photos, or certificates linked to a client.
• Job or request attachments — Invoices, before/after photos, or notes uploaded against a specific request.

Having documents in one place makes it easier to find everything related to a customer or job without switching between systems.

Where to find documents

• Documents (sidebar) — Opens the Documents area where you can browse or search stored documents, often with filters by type, date, or linked client/request.
• From a quote request or client — Many screens have a Documents or Attachments section where you can view and upload files for that request or client.

Viewing a document

1. Go to Documents or open the Documents/Attachments section on a quote request or client.
2. Click the document (or its name) to open or download it. Depending on file type, it may open in the browser or download to your device.

Uploading a document

1. Open the place where the document should live (e.g. a quote request or client record).
2. Find the Upload, Add document, or Attach file action.
3. Choose the file from your device (and add a name or description if required).
4. Save or confirm. The document is then stored and linked to that request or client.

Supported file types and size limits depend on your organisation’s settings. If upload fails, check the file type and size or ask your admin.

Organising and deleting

• Naming — Give documents clear names when uploading so they’re easy to find later.
• Deleting — If you have permission, you may see a delete or remove option on a document. Use it only when the file is no longer needed; deletion may be permanent.

For storage limits and retention, your admin configures these in Manage and Settings.