When uploading documents or files to Company, Depot, Client, or Project, the same procedure is followed, though it is applied in different sections depending on the area. This determines who will have access to the uploaded documents.
Setting Up Company Documents
Company documents are available through the app and can be accessed by anyone, regardless of specific bookings, projects, clients, etc.
Uploading a File
Navigate to My Company on the sidebar
Select the Company Document tab
Select Click or Drop Files Here
Choose the Document you want to upload
Add File Title and File Description (optional)
Select the Document Type
Toggle on or off Optional (Documents not marked 'optional' will be attached to all bookings by default)
Set File Expiry (optional)
Click Upload
Setting Up Depot Documents
The same procedure as company documents is used to upload depot documents. These documents will be visible only to staff members of that specific Depot and clients who have permission to access that depot.
Uploading a File
Navigate to My Company on the sidebar
Select the Depots tab
Click the desired Depot
Scroll down to Depot Files
Select the Click or Drop Files Here grey box
Choose the desired Document
Add File Title and File Description (optional)
Select the Document Type
Toggle on or off Optional (Documents not marked 'optional' will be attached to all bookings by default)
Set File Expiry (optional)
Click Upload
Setting Up Client Documents
The procedure for uploading client documents is the same as for company documents. However, these client documents will only be visible to staff members of the associated depot and clients who have permission to access that specific depot.
Uploading a File
Navigate to Clients on the sidebar
Select the desired Client
Scroll down to Client Files
Select the Click or Drop Files Here grey box
Choose the desired Document
Add File Title and File Description (optional)
Select the Document Type
Toggle on or off Optional (Documents not marked 'optional' will be attached to all bookings by default)
Set File Expiry (optional)
Click Upload
Setting Up Project Documents
The procedure for uploading project documents is the same as for company documents. These documents will appear only to employees and clients working on that project.
Uploading a File
Navigate to Clients on the sidebar
Select the Projects tab
Select the desired Project
Scroll down to Project Files
Select the Click or Drop Files Here grey box
Choose the desired Document
Add File Title and File Description (optional)
Select the Document Type
Toggle on or off Optional (Documents not marked 'optional' will be attached to all bookings by default)
Set File Expiry (optional)
Click Upload
Document Visibility
By default, documents will adhere to the visibility permissions set for the document type they are uploaded as. However, these default restrictions can be customized and adjusted on a document-by-document basis.
Read more here about Document Types
How To Change Document Visibility
Depending on which type of document you are wanting to change, these steps may vary slightly.
Navigate to desired section (My Company or Clients) on the sidebar
Select the desired tab (Company Document, Depot, Client, Project)
Select the desired Document
Toggle on or off the visibility to Workers or Clients (If hidden from Clients and Workers, this document will only be visible to management)
Click Save
Document Expiry Date
For documents with a lifespan, you can set expiry dates to track when they expire. Documents with an expiry date will also alert you 30 days before they are set to expire.
How To Add Document Expiry Date
Open the desired Document
Add File Expires On date
Click Save
