How to View and Download Documents

Find your invoices, receipts, uploads, and internal notes on an order.

Written By Dennis Rodin

Last updated About 7 hours ago

[Screenshot: The Notes & Files tab showing Files and Notes cards]

To access documents on an order, open the order and click Notes & Files on the left side menu.

Files

[Screenshot: Files section showing files organized by category]

This is the file storage for that specific order. Any files generated by the system (invoices, receipts) and any files you upload are stored here.

To view a document, click the grey text under the category name. The document will open in your browser.

Click the three dots on the right side of the file to download or delete it.

Uploading files

You can upload any file to an order. When you upload, you'll be asked to categorize it:

  • Drawing — design proofs for the customer to review.

  • Financial Document — receipts, invoices, and contracts.

  • Permit — cemetery permits and admin paperwork.

  • Instructions — production notes and shop tickets.

  • Reference — internal reference photos and files.

Note: Categorize your files correctly. If you've set up a role that cannot see finances, team members with that role will also not see any documents in the Financial Document category. This keeps sensitive pricing documents hidden from shop and field staff.

Each document also has an Internal and External toggle. Documents set to External are visible to your customer on the Customer Portal. Documents set to Internal are only visible to your team.

Default visibility per category:

  • Drawing → External (customer needs to see and approve the design)

  • Financial Document → External (customer needs invoices, receipts, contracts)

  • Permit → Internal (cemetery and admin paperwork)

  • Instructions → Internal (production notes and shop tickets)

  • Reference → Internal (internal reference photos)

    You can always override the default by clicking the toggle on an individual document.

Learn more: How the Customer Portal Works

Automatically generated documents

Auto-generated documents are categorized automatically:

  • Invoice, Receipt, Quote, and Contract PDFs → Financial Document (External by default)

  • Shop Ticket PDF → Instructions (Internal by default)

Learn more: What's on the Invoice PDF, What's on the Receipt PDF, What's on the Contract PDF, What's on the Shop Ticket PDF

For internal notes and tags on the order, see How to View Internal Notes and Tags.

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