Document Management

Problem

• FTS ORDERING V1 https://docs.google.com/document/d/17wNSGV98af_8FAPmrnOhJ4r2ZR372ncG/edit

• Fix uploading documents issue

• Fix bug where updating 3+ documents causes the window to disappear

• Hotpatch documents via patch/document-fix branch and PR

• Manage Estate Page - Create a Document Library for the Manage Estate Page Create a One To Many relationship with an Uploader that will generate a document library which can be used for future reference. For now, all this does is collect documents so that it can be referred to by Staff.

From the Chatlogs

*"feedback:

1. I updated the Sienna North estate and added a note only visible for FTS user, but I don’t see it exposed on the project details page - how does this work? How is this and documents exposed on the project details page when added in estate page?
2. The separation button for 'Visible to: Internal and Customer, the note part should be separated for customer and Internal.
3. Please ena..."* *"> Thanks for the clarification.

Right now, notes added in the Estate page follow the “Visible to” setting - if set to Internal, they are only accessible to admin users and won’t appear on the customer-facing project details page.

Just so I fully understand your requirement - when you mentioned separating the “Visible to: Internal and Customer,” are you referring to having *two ..." *"Hello,

Just to confirm regarding the notes:

• One is specifically for customer-visible notes, and
• Another is for internal-only notes.

I also have a few questions about documents and notes in the estate guidelines:

1. How does the team access these notes and documents? Where are they located on the project page? Can I test this?
2. The document section in the estate guidelines does not all..."* *"thanks for the details. I’ve updated this in the staging environment, and it’s now ready for your review and approval.

Updates include:

• Separate notes for internal and customer use
• Added categorization to the documents

You can access the notes and documents from the right pane of the Project Details tab in the user view.

Let me know if you need any adjustments."* *"Hi,

I’ve tested this.

For the document category, a status is not required. Please remove it.

Once the status is removed, all approved. I would like this to make the updates this Friday. Please confirm this is achievable."*

Impact

Improved document handling and version control, reducing manual effort and minimising processing errors.