Store and access any documents that have been added to your Zigaflow account from one location.
Any document or file that is uploaded to any part of the software is accessible directly from the document library. Documents that have been associated with a quote or any other module is listed for easy access.
Any document that is uploaded into your account is automatically available in the document library. Information related to where it was uploaded with the date and time is also added within the document library.
A wide range of document types are supported by Zigfalow, including images, documents, PDFs and more.
Choose from an extensive filtering system to find the documents you need. You can also search for a file by name, making it even easier to track down the documents or documents you need.
Specify tags if required for each document, if you have added documents to jobs or quotes you can find documents that are listed added to multiple areas within the same project.
When a document is uploaded into your account, information relating to where it was added, the time and date and if the document is used internally or is accessible by the customer is displayed.
You can share documents with your customers through the customer portals. Any documents that have been uploaded within the shareable section on quote, invoices, tasks and more can be accessed by your customers through their customer portal.
If a document has a validity period (insurance policies or test certificates), then you can specify and expiration for that document. You can also set a task reminder for a specified period before the expiration date to start the renewal process.
Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.
Our document library provides you with a secure location to store all of your important documents, which is accessible by your team from any device and any time.
You can share files within the document library with your colleagues and/or customers.