Reference documents

Open the job and click the REFERENCE DOCS tab. Press + Add PDF, Word, or text file, or drag files onto the card. PDF, DOCX, TXT and Markdown are accepted.

That is the whole interaction. No URL field, so a Google Doc has to be downloaded first. No note field, no Save button. The file name is all you'll see in the list later, so name it before you add it. Planner timeline. Design deck. Client brief. Shot list.

The file lands in a bucket scoped to your workspace, we pull the text out, and it becomes context for the writing. Press the × beside a row to remove it.

If the couple has submitted their debrief, it shows up on this same card as a tile. Click it to read their answers without leaving Catalog.

Why it's worth doing

A planner's timeline gives us every vendor's exact name, in order. A design deck gives us the real color story rather than what we can infer from a photograph.

If you have the document, use it. It costs you ten seconds.

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