Files and documents

Org and personal drives with sharing, folder structure and permissions — plus branded PDF documents generated straight from your business records.

Part of AxisIQ's single business model — The knowledge layer (Know the business). How the layers fit.

Two problems that are usually solved by two more subscriptions: where do our files live and how do we produce a decent-looking invoice.

Drive: files where the data is

AxisIQ includes file storage organised into spaces:

• My Drive — a personal space every member gets automatically. Yours by default, shareable by prefix to a colleague by email or to the whole organisation, view or edit.
• Organisation spaces — shared folders governed by the normal permission system, with read, write and manage as separate rights per space. Give the warehouse team write access to Packing lists and read access to nothing else.

It behaves like the file browser you expect — folders, drag-and-drop upload, multi-select, move, rename, search, bulk download — while being backed by proper object storage semantics underneath. Files stream with ETag and range support, so large downloads resume and repeat views are free.

Because it is the same platform, a file is never orphaned from its context: a function can write a generated report into a Drive space, and a record can point at the file that documents it.

Document templates: PDFs from your own records

Design a template once — a compact layout language of rows, columns, tables, text and images, so you have real control over layout, logos, fonts and page breaks — and bind it to an object type. Now every order, invoice or delivery note of that type has a generate button.

The generated PDF pulls live values from the record it was generated for, including linked records one level out (the customer on the order, the lines on the invoice), and it respects field permissions: someone who cannot see a cost field does not get a PDF that leaks it.

Generated files land in a Drive space as the person who generated them, and each record keeps its own trail of what was produced, when, and how large it was. So "send me the invoice we mailed them in March" is a click, not an archaeology project.

Need forty quotations at once? Select the records and generate them in one go — a zip of separate PDFs, or one combined PDF ready to print.

Functions can render templates too, which is how you get the invoice PDF generated and filed automatically when an order ships out of a small flow.

Locked down by default

PDFs are typeset inside AxisIQ itself — no browser, and no network access at all — so images must be embedded and external requests simply cannot happen. Templates are parsed and validated against the layout rules when you save them, so a broken template fails at authoring time rather than in front of a customer. Downloads set the right content type, refuse to render risky types inline, and are gated by the same permissions as everything else.

What this replaces

For most businesses this is one file-sharing subscription and one document-generation tool, gone — plus the manual step of downloading a PDF from one system to upload it into another.

Drive and document templates are included on every plan; storage and generated documents beyond a plan's allowance are billed at the rates on the pricing page.