Document vault for sensitive data

Keep confidential documents like offers or invoices organised with Planfred; now you can use this option to limit access to individual documents.

Document vault

When adding new or editing existing documents, the choice between a public and secure document (limited access) is available. This way, every participant can specify who can see their document and who cannot; project owners and administrators always have access to all of the data!

The document vault is available starting with the Midi package.

Additional improvements over the course of the update:

  • New even more clearly laid out e-mail layout
  • Multi-word text search: use + to filter text combinations like ‘static engineer + ground floor’
  • Download links expire automatically after 30 days
  • Right click menu for parallel upload in any number of tabs
  • Plus, numerous additional improvements for even more convenience and performance...