COMPANY, CUSTOMER, & SITE DOCUMENTS
Company, Customer & Site documents allow you to store and share relevant policies, procedures, and instructions to your team. You can assign documents to their relevant area and create workflows to ensure staff must read and acknowledge new documents before they start their next shift.
Adding a Company Document To add a Company Document, navigate to Organisation > Company > Company Documents. To add your first document, click ...
Fri, 3 Nov, 2023 at 11:43 AM
Adding a Customer Document To add a Customer Document, navigate to Organisation > Customers > Customer Documents. To add your first document, c...
Tue, 25 Oct, 2022 at 12:58 AM
Adding a Site Document To add a Site Document, navigate to Organisation > Sites > Site Documents. To add your first document, click the Add New...
Tue, 25 Oct, 2022 at 12:58 AM