Documents
The Documents widget lists generated and attached outputs—specifications, approvals, calculations, and similar—without exposing upload or delete controls. Each row shows the file name with a download action so reviewers can pull copies quickly. Treat it as the read-only catalogue that complements editable storage in Files. Costing summaries and specification exports sit alongside the informal cost breakdown sheets, supplier quotations, and pricing agreements typically managed under Files. Merchandising and finance teams often use this view as the packaged handoff without granting edit access to the underlying dossier.
Core Actions
These actions are available to all users with access to the costing record.
| Feature | Description |
|---|---|
| View Documents | Each document appears as a clickable row in the list. Browse all files associated with the costing record in one place. (Available to all users) |
| Download Document | Click the download icon next to a document to download it. Alternatively, right-click on any file and use Save Link As to save it directly to your preferred location on your computer. (Available to all users) |
Document Types
The Documents section includes the following document types that can be generated or downloaded for a costing:
Costing Summary
The Costing Summary document provides a consolidated overview of the costing record, including key financial details, supplier information, and costing calculations. Use this document when you need a complete reference of the costing for handoffs, reviews, or archival purposes.
Typical contents:
- Costing details and metadata
- Supplier quote information
- Financial metrics (buy price, landed cost, margins)
- Style and colourway details
Supplier Quote Approval Required
The Costing Summary can only be downloaded after a supplier quote has been approved. Approve a supplier quote in the Costing › Supplier section before generating this document. For more on the approval workflow, see Costing Import, Costing Retail, or Costing Component.
Style Specification
The Style Specification document exports the technical specification data from Style › Specification, including sketches, images, measurements, and construction notes. Use this document when you need a production-ready specification sheet for the factory, quality assurance handoffs, or supplier communication.
Typical contents:
- Sketches and technical drawings
- Reference or product images
- Measurement specifications by size and colour
- Construction notes and fit comments
- How to Measure columns (when Include how to measure in the specification table is enabled in Site Settings)
For more on the source data, see Style › Specification.
Important Notes When Using Documents
View-Only Access: You cannot upload or delete documents from this view — it is view-only. Documents are attached elsewhere in the costing workflow (e.g., via the Files widget or during costing creation).
Costing Summary Prerequisite: The Costing Summary document is only available after a supplier quote has been approved. Ensure approvals are completed in the Costing › Supplier section before attempting to download.
Best Practices
Use Clear Naming: Use clear and consistent naming for attached documents to ensure easy reference.
Complete Workflow Before Download: Make sure all required approvals and specifications are uploaded during the costing workflow stage. Approve a supplier quote before downloading the Costing Summary document.