Jupiter ERP

Drive

Drive and files in the panel

Contracts, photos, and attachments in one place.

Per-tenant explorer with folders, upload, and contextual links.

Note: From Business plan

Drive-Dateiablage im Jupiter ERP Panel

At a glance

These are the points this feature covers day to day.

  • Tenant separation
  • Portal downloads

In the product

The workflow in Jupiter ERP, on this page.

In depth

Background, typical workflows, and concrete panel capabilities, more detail than the summary above.

Store securely per tenant

Explorer with folders, upload, and preview, strictly separated per account. Link files to contacts, orders, or projects; context is preserved when searching.

Not a replacement for formal document archiving, but central for contracts, photos, and project files.

Drive-Dateiablage im Jupiter ERP Panel

Portal and service

Downloads for portal users via controlled links; service reports attach files directly to the job. Fewer email attachments, more structured storage.

What you store in Drive

Drive is the file area of the tenant. Contracts, photos, and project files hang off the context, not only in a personal mailbox.

  • Create folders, upload files, and open the preview
  • Link files to a contact, order, or project
  • Keep attachments from service reports in the job context
  • Deliver portal downloads through checked links without opening the whole explorer
  • Separate strictly per account, with no access to other tenants

File storage and the document archive

Drive does not replace locking of accounting documents. Invoices and cost documents have their own path through PDF, export, and the log.

For everything else that belongs to the case, Drive is the place. Drive is included from Business.

How it works in the panel

The main building blocks at a glance, complemented by the longer description above.

File explorer

Folders, upload dialog, and preview in the panel.

Jupiter ERP

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Drive and files in the panel · Jupiter ERP