We install solar photovoltaic, battery and generator systems for our customers and have one or more jobs (CRM Deals) and Job Sites (CRM Custom module) for each customer.  During the commissioning stage, we have configuration details from each job / job site that we need to store and have available in CRM, Project and Desk.  What's the recommended way to store and integrate that information so it is quickly available for both CRM and Project users and support agents using Desk?  If we have other manufacturer documentation and construction plans in files such as PDF files, can we integrate Workdrive so that information is also quickly accessible to sales, operations and support users?