Professional services projects accumulate significant documentation contracts, correspondence, drawings, reports, approvals. When scattered across email, local drives, and cloud folders, finding the right version becomes a productivity drain. WorkflowMAX centralises documents at the job level, connected to the same record where you track time, costs, and invoices.

Yes. Emails forwarded via Collaboration Manager are filed against the relevant job, and attachments are stored in the Documents tab. If a DMS is connected, attachments flow to that platform automatically.

The SharePoint integration connects WorkflowMAX to your Microsoft 365 environment, syncing documents bi-directionally in real time. You choose the SharePoint site, library, and root folder during setup. Job documents live in SharePoint alongside all your other business files, with access from within WorkflowMAX.

Yes. The mobile app gives you access to job documents, and you can upload photos and files directly to a job from your device. If you've connected a DMS, uploaded files sync to your cloud platform automatically.

Every job has a Documents tab where files are stored or linked. If you've connected a DMS, uploads are automatically routed to that platform in an organised folder structure. If not, files are stored within WorkflowMAX. All project documents are centralised alongside timesheets, costs, and invoices.

WorkflowMAX integrates with SharePoint, Google Drive, Dropbox, Box, and SuiteFiles. Once connected, documents uploaded against a job are stored in your chosen DMS and remain accessible from within WorkflowMAX. You can connect one DMS at a time, and switching is straightforward.