How should I use the Docs area?

Short answer

Use Docs to store company policies, client contracts, employee contracts, insurance documents, liability files, and reference documents that may later connect to events or CRM automations.

Learn moreHow do I create an event?How do CRM automations work?

Document sections

  • Upload files to the correct fixed section so ORCHESTRIS can keep document types clean for future autofill and automation workflows.
  • Document type names should stay standardized instead of being changed workspace by workspace.
Learn moreHow do CRM automations work?

Create or upload

  • Use Upload File when you already have a document.
  • Use Create File when you want to build a basic document directly inside ORCHESTRIS.
  • Saved files should show preview, edit, download, and remove actions where available.

Event use

  • Client contracts, employee contracts, reference documents, and waived agreements can be connected to events.
  • Future CRM automations can use document categories and mapped CRM columns to prepare contracts.
Learn moreHow do CRM automations work?

Related articles

How do I create an event?Learn moreHow do CRM automations work?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.