Documents
Manage reusable business documents, bid attachments, project evidence, and invoice support files.
Permissioned document record
Pre-work Site Photos
Baseline photos for Santa Cruz Market roof and drainage areas before mobilization.
Document dossier
Confirm the file, linked use, review state, and visibility boundary before this record is reused.
Baseline photos for Santa Cruz Market roof and drainage areas before mobilization.
Project evidence
Milestone 1
Evidence
Ready for invoice packet
File packet
The document packet keeps the user-facing file state close to the workflow it supports. Replacing a file updates the record for review; it does not approve, award, publish, or release payment.
| Field | What it confirms | Visible signal |
|---|---|---|
| Document type | What kind of record is being reused or reviewed. | Project evidence |
| Linked use | Where this file travels across bids, projects, invoices, diligence, or profile checks. | Milestone 1 |
| Requirement | Whether the file is required, recommended, reusable, or workflow-specific. | Evidence |
| Current file | The visible uploaded/replacement state for the participant. | Current file state visible in Register |
Linked use
This document remains attached to the bid, project, invoice, diligence room, profile, or opportunity that needs it. It should be reused only where the participant has a relationship to the linked record.
Milestone 1
Evidence
Role-safe reuse
Evidence basis preserved
Visibility boundary checked
Replacement requires review
Reuse and replacement rules
Business documents, supplier records, investor documents, bid attachments, and project evidence can be reused across Register only when the source, owner, visibility, and linked object still match the workflow.
Reuse accepted files instead of creating duplicate records.
Keep project evidence linked to the project or milestone it proves.
Keep investor and diligence files permissioned and audited.
Replacing a file starts review; it does not change governed outcomes.
Review path
The document path makes the current participant-facing state visible while keeping approvals, awards, restricted diligence access, and payment release under human-governed workflows.
Document identified
Project evidence is linked to Milestone 1.
Requirement checked
Evidence
File reviewed
Ready for invoice packet
Reuse controlled
Permissioned document record; reuse follows the current user's relationship to the linked record
Pre-work Site Photos
Permissioned preview
Milestone 1
Preview and source handling
The preview shell is ready for the real signed file URL. Register shows only the file state, linked use, and source-safe context that this role is allowed to see.
Source-backed
3 approved source references
Permissioned document record; reuse follows the current user's relationship to the linked record
Document review supports decisions; it does not govern them.
Evidence purpose
The photo set gives the invoice reviewer a baseline before mobilization and protects the project record from unsupported progress claims.
Pre-work site photos
Santa Cruz Market Repairs
Milestone 1 mobilization and early works
Ready for invoice packet
Roof condition, drainage points, market access, and safe work zones
Attach to milestone invoice with inspection note