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Documents

Every contract, ID and receipt, filed where it belongs.

Maple Documents keeps files attached to the customer, unit, order or case they relate to, stored securely in the cloud and opened through links that expire.

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  • Attached to any record
  • Find anything fast
  • Secure, expiring links

What changes

No more "who has the file?"

Files live with the record they belong to, so the person looking at a lease, an order or a complaint has the paperwork right there.

Filing cabinets, stacked folders and papers, a floating padlock and a document, with a staff member finding a file on a phone

  • Contracts and IDs scattered across email and desktops

    Every file attached to the record it belongs to

  • Hunting through folders for one delivery note

    Search every file across modules from one place

  • Sensitive documents shared as email attachments

    Secure links that expire, and blocked risky file types

How it works

How files stay organised and safe

  1. 1

    Attach files to any record

    Upload a lease to a unit, an ID to an occupant, a delivery note to a goods receipt or photos to a case, right from the record you're working on.

    • Uploads up to 25 MB
    • Categories and tags
    • Executable files are blocked
  2. 2

    Find anything

    The All files view searches across every module, with filters for category, tag and location. Each branch can see its own documents.

    • One view across all modules
    • Filter by category, tag or location
    • Per-location views
  3. 3

    Share safely, delete responsibly

    Files open through short-lived signed links instead of permanent addresses. Deleting needs a reason, and the record of it stays.

    • Short-lived signed links
    • Soft delete with a reason
    • Permissions on who can see what

Everything in Documents

Everything for files you can find and trust

  • Attach to any record

    Customers, units, orders, cases and more.

  • Document register

    Every file with its category, tags and owner.

  • Categories and tags

    Organise files your way.

  • All files view

    Search across every module at once.

  • Per-location views

    Each branch sees its own documents.

  • Secure cloud storage

    Files stored safely, not on someone's laptop.

  • Expiring links

    Files open through short-lived signed links.

  • Blocked file types

    Executable files can't be uploaded.

  • Large uploads

    Files up to 25 MB.

  • Delete with a reason

    Soft delete, so the history stays.

  • Permissions

    Control who can see and upload.

  • Used everywhere

    Property, purchasing, CRM, data collection and more.

Connected by design

Documents works with the rest of MapleCore™

Same login, same customers, same books. Nothing to export, nothing to re-key.

The MapleCore™ platform

Built for how growing businesses really run

  • Payment integrations

    Take payments by phone, card or payment link, matched to the right customer automatically.

  • Every branch, one view

    Stock, users and books per location, with totals at head office.

  • Access you control

    Permissions down to each action, two-step sign-in and a full audit trail.

  • On the phone too

    Mobile apps for selling and managing on the move.

  • Open to your systems

    A signed REST API and ready-made integrations.

  • Hosted for you

    Runs in the cloud, backed up and monitored around the clock.

Questions

What teams ask us

Something else on your mind? Ask us directly.

Where are files stored?

In secure cloud storage. Files open through short-lived signed links rather than permanent public addresses.

How big can a file be?

Up to 25 MB per file. Executable files are blocked for safety.

Can a file be deleted by mistake?

Deleting needs a reason and is a soft delete, so there's always a record of what was removed and by whom.

Can each branch see only its own documents?

Yes. Documents can be viewed by location, and permissions control who sees what.

Which modules use Documents?

Any of them. Leases on units, delivery notes on purchases, evidence on cases and photos on field entries are all common.

See Documents working on your own numbers

Tell us a little about your business. We’ll be in touch to understand what you need, then walk you through it with examples from your sector.

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