Documents, Notifications & Support
Document management, notifications, and the customer and internal helpdesk.
1. Document Management in SamvraCore
The Documents module centres on the DocumentsPage, a workspace for uploading, organising and retrieving files inside a tenant. Users add files either through an explicit upload action or by drag-and-drop, and the interface presents stored items in a navigable folder tree rather than a flat list.
Beyond storage, the module is built to view what it holds. It includes an image viewer that supports working with screenshots and images, and documents can be rotated in place so a sideways scan reads correctly without re-uploading. Files can also be moved between folders as the organisation of a workspace evolves.
A defining capability is that documents are not isolated: they can be attached to records elsewhere in the ERP. The module tracks this as a linked entity, so a file can be bound to the business object it belongs to.
Typical workflow
- Open
DocumentsPageand navigate to or create the target folder. - Drag a file into the browser, or use the upload control.
- Attach the uploaded document to the relevant record so it is discoverable from that record.
- Rotate or preview the file in the viewer if it is an image or screenshot.
The backend exposes document folders and attachments through dedicated APIs implemented in document_management_controller.go, which the frontend page consumes for every create, move and attach operation.