Company document are a great way to store important company documentation in the cloud within your Workever account. You can store docs and add expiration dates on your documents for easy management.
Documents can be used for storing things like:
- Training manuals
- Insurance policies
- Vehicle documents
- Company contracts and agreements
- General policies
- Health and safety documentation
- Hire agreements
- Qualification documentation
Navigating company documents
Company documents can be found down the left hand menu in your account and will be available to all admin users and managers who have access to the web app. Fieldworkers do not have access.
Adding a new document
To add a new document, click the Add new button
Fill in the Add new document form
Enter your documents name
Enter a description for your document
Optionally set an expiry date if it's a document such as a policy or contract that expires.
Upload your document. This can be an image or files such as word, powerpoint, PDF, excels etc.
If you have any notes you'd like to add, you can do so in the notes box.
When you have finished adding your details click "Save"
Editing a document
Editing a document works in much the same way as adding a document.
To get started, find the document you want to edit and click View
Edit the information on the form that you wish to change
When you have finished editing your details click "Save"
You can filter your documents by
- Person who created it
- Creation date
- Expiration date
this can be done by using the filters option (see below)
You can also search your documents via Keyword
You can also hide / show expired documents
Exporting documents via Excel
You can export an excel list of your documents which will contain the document name, description, creation date, expiration date and any notes you have added.
Tick the documents you want to export, or you can tick the select all box
Then click Apply next to export
You can then choose if you want the excel report emailed to you, or to show on screen with a link to download