Document Manager

Document Manager is where you set up the templates Nurexify uses to generate paperwork — offer letters, agreements, sale deeds, and similar documents — and review documents awaiting approval before they're finalised.

Who can do this

Client Admin for managing templates. Approvers for reviewing the approval queue.

Manage document templates

1. Go to Documents → Templates.
2. Select the document type you want to edit, or create a new template.
3. Update the template content and save.

Review documents for approval

1. Go to Documents → Approvals.
2. Open a pending document to review it.
3. Approve or reject it — approved documents are finalised and made available to the relevant parties.

Where to find documents attached to a specific record

Files tied to a specific customer, booking, or project are managed from within that record rather than from a central library:

• Customer identity documents — from within a customer's profile.
• Documents generated for a customer — from within their booking details.
• Project documents — from within the relevant project's page.

If you're looking for a specific file, the fastest way to find it is usually from the record it's attached to, rather than from Document Manager itself.