Documents

Documents are the file library Zellbox uses for attachments and fillable spreadsheet templates. Every document has a scope:

• Workspace documents — shared across the whole workspace. Useful for branded PDFs, intake forms, spreadsheets that every operator should be able to send.
• Customer documents — attached to a specific customer (uploaded forms, signed consents, lab results).

The global /documents page stacks both sections — workspace documents on top, customer-scoped documents underneath — with search across the whole library.

Uploading a workspace document

1. From the sidebar, open Documents.
2. Click + Add document at the top of the Workspace section.
3. Pick the file (PDF, Excel, image, …).
4. Optionally add a description + tags.
5. Save.

The document is now pickable from the email / WhatsApp / chat composers as "From workspace documents…".

Marking a spreadsheet as a template

Templates are workspace-scope Excel files (.xlsx) that operators can fill in per customer. The toggle only appears on the upload form, not on existing documents — pick the right scope and file when uploading:

1. Click + Add document on the Workspace section (same modal as above).
2. Pick a .xlsx file. (Other file types don't get the template toggle.)
3. Make sure scope is Workspace (the default on the global page).
4. Tick Use as template at the bottom of the upload form (admins only). The checkbox appears below the description field once a .xlsx file is selected.
5. Save.

That spreadsheet now shows up on every customer's profile under Filled spreadsheets with a + Fill template button. Clicking it opens the SpreadsheetEditor; saving stores a filled copy as a customer-scoped document.

Attaching a document to a customer

Two paths:

Upload directly to the customer

1. Open the customer's row (click to expand it).
2. Documents tab → + Add document.
3. Pick the file. The document is scoped to this customer only.

Attach via the email / WhatsApp / chat composer

The paperclip on these composers opens a 3-source picker:

• From your computer — direct upload.
• From workspace documents… — pick from the shared library.
• From this customer's documents… — pick from the customer's files. (Only available when the composer has a customer context — chat doesn't.)

The picker is the same component everywhere so behaviour is consistent across channels.

Downloading or deleting a document

Every document row carries Download and Delete buttons on the right (visible on the documents-page screenshot at the top of this page). Download opens the file via a temporary signed download link. Delete removes the row (admin-only on the global page; the customer-scope tab lets each operator manage their own uploads).