What can be stored in Boksit Documents?

Generated documents such as Quote, Invoice, Purchase Order and RAMS PDFs, plus manuals, certificates, scans and other business files.

What are Notes used for?

Notes provide space for useful customer, Project or general business information that does not belong in a formal document.

Are Documents connected to Projects?

Yes. Job paperwork can be kept with the Project it belongs to, so the documents for a job are found in the same place as its costs and progress.

Documents & Notes

Keep important PDFs and Notes organised in one place. Boksit Documents can be used for generated documents, manuals, certificates, scans and other business files, while Notes provide space for useful customer, Project or general information.

Documents

Generated PDFs. Quotes, Invoices, Purchase Orders, RAMS and Project Reports.
Uploaded files. Manuals, certificates, scans, photographs and other business paperwork.
Kept with the job. Documents can sit with the Project they belong to.
Shareable. Documents can be shared with a client through the Client Portal or a secure link.

Notes

Notes hold the information that is useful to keep but does not belong in a formal document — access details, materials used, agreed changes, reminders about a customer or general business notes. Notes live alongside Documents so everything about a job is in one place.

Common questions

What can be stored in Boksit Documents?: Generated documents such as Quote, Invoice, Purchase Order and RAMS PDFs, plus manuals, certificates, scans and other business files.
What are Notes used for?: Notes provide space for useful customer, Project or general business information that does not belong in a formal document.
Are Documents connected to Projects?: Yes. Job paperwork can be kept with the Project it belongs to, so the documents for a job are found in the same place as its costs and progress.

Run your jobs from Quote to completion with Boksit.

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