Document storage

Files are stored in Supabase Storage. Manage buckets in the dashboard.

  • Intake uploads

    Client diagnostic intake form documents (/intake/:token)

    intake-uploads

    Open bucket

  • Engagement files

    Engagement intake files and client-master agreement PDFs

    engagement-files

    Open bucket

  • Proposals

    Signed proposal PDFs per proposal record (RLS-scoped)

    proposals

    Open bucket

  • Knowledge attachments

    PDFs and images attached to knowledge cards

    knowledge-attachments

    Open bucket
All storage buckets in Supabase →

Vault

Upload, store, and analyze thousands of documents