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.
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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...
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Features