Help · New in v0.20

How to attach documents and checklists to a record

New in v0.20: every record — bill, asset, shipment, filing, bank account, gateway — has a Documents section with a checklist of what is required.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

Admins set the list per record type in Settings → Documents (Documents on records): the document, Required, Expires, Needs approval, and Needed to (for example close).
On the record, the Documents section shows each document as Pending or Received, with Upload, View, Verify, Reject and New version.
Missing required documents show on the record; some steps are blocked until they are uploaded — for example closing a shipment without the eBRC.
Use Another document for anything extra.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.