Hoops provides centralized file management across Customers, SalesDocs, and Jobs, helping teams keep important documents organized and accessible throughout the entire customer journey.

Whether you're managing artwork, proofs, specifications, contracts, purchase documentation, or production files, Hoops ensures information remains connected to the records that matter most.

Every Customer record includes a dedicated Files tab where documents can be uploaded, viewed, and managed.

Files can be uploaded by dragging and dropping documents directly into Hoops or selecting files from your device.

This creates a centralized repository for customer-related documentation that can be accessed by your team whenever required.

Files uploaded against a Customer become available throughout related workflows, helping reduce duplicate uploads and ensuring teams are always working from the same source of information.

This makes it easy to manage:

By keeping files attached to the Customer record, information remains accessible across associated SalesDocs and Jobs without needing to repeatedly upload the same documents.

Managing files within Hoops helps businesses:

By connecting files across Customers, SalesDocs, and Jobs, Hoops helps create a more organized and efficient workflow from initial enquiry through to production and delivery.