Help centre

Running your production

Documents

Store scripts, scores, contracts and more, organised by category.

The Documents area is your production's filing cabinet: scripts, scores, risk assessments, contracts, programme artwork, and anything else your team needs to reach.

You will find it under Resources in the menu on the left.

The documents library, with category filters and the storage meter.
Filter by category. The meter shows what you are using of your plan.

Screenshots show the light theme. The app looks the same in dark.

How to upload a document

  1. Open Documents.
  2. Click Upload Document.
  3. Type a Title.
  4. Choose a Category. This is required, and it decides who can see the file.
  5. Add a Description if it helps.
  6. Choose the File.
  7. Upload.
The upload form, with title, category, description and the file picker.
Category is required — it decides who can see the file.

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Categories, and who can see them

There are seven categories.

Four of them are manager-only and hidden from heads of department. Put a file in one of these and no HOD can see it, find it in a filter, or download it:

  • Legal & Rights
  • Admin
  • People
  • Minutes

The other three are open to everybody on the production:

  • Technical
  • Suppliers
  • Marketing

Keep committee papers, contracts, minutes and personal files in the four manager-only categories. Put the script and the production's working material in the other three.

Choose the category by who should see the file. A contract filed under Technical is readable by every HOD.

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How to attach a document to a person

Files uploaded from a person's Production Documents section are filed under People automatically and linked to that person. See How to attach a document to a person for the steps.

They appear both on the person and in the Documents list filtered to People.

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Storage

The meter at the top of the page shows how much of your plan's storage this production is using. Archiving a finished production frees its storage.

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What happens to files when you delete a production

⚠ Deleting a production permanently deletes every document in it. The files cannot be recovered afterwards, and neither can we recover them for you.

If you only want the storage back, archive the production instead. An archived production keeps its documents and you can still open them.

Before you delete a production, download anything you must keep. Signed licences, venue contracts and insurance certificates are the usual ones.

Deleting a single document also removes its file, including every earlier version of it.

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