This article explains the feature overview of the Company Documents Functionality Access: Users/Admin/Managers
Welcome to the Company Documents feature, where you can efficiently manage and share company-level documents. This guide will walk you through its functionalities and ensure you make the most of it.
Prerequisites
Before you get started, ensure you meet the following prerequisites:
- Access to your account.
Accessing the Feature
Follow these steps to access the Company Documents feature:
- Log in to your Plumm account.
- Navigate to the "Documents" page.
- Click on "Company Documents."
Detailed Feature Guide
Section 1: Basic Features
The Company Documents feature offers the following basic features:
- Document List Enhancement: Display document metadata for improved document management.
- User-Friendly Interface: Enjoy a visually appealing and intuitive document list.
- Filtering and Sorting: Easily organise documents by name, uploader, review status, and upload date.
- Enhanced Document Organisation: Sort documents in ascending or descending order based on your preference.
Section 2: Advanced Features
Explore the advanced features of the Company Documents feature, including:
- Scalability: The feature efficiently handles a growing repository of documents as your organisation expands.
- User Experience: The intuitive interface ensures seamless interaction with document management features.
- Integrations: Identify and leverage dependencies on other modules or external systems for seamless integration.
- Testing: Thorough testing, including user acceptance testing (UAT), ensures functionality and reliability.
Section 3: Tips and Tricks
Maximise the benefits of the Company Documents feature with these tips and shortcuts:
- Clear Communication: Communicate clearly and openly to ensure optimal support.
- Timely Notifications: Keep an eye on notifications to ensure prompt responses and prevent communication gaps.
- Professionalism and Confidentiality: Maintain professionalism and confidentiality in all your communications.
- Managing Expectations: Inform your colleagues of your availability and expected response times to maintain consistent engagement.
Troubleshooting/Common Issues
If you encounter any issues, here's how to address them:
Metadata Display Issue:
If metadata is not displaying correctly, ensure you have the latest browser version. For further assistance, reach out to our Customer support team at hello@plummhealth.com
FAQs (Frequently Asked Questions)
Here are answers to some common questions:
Q1: How do I filter documents based on review status?
A1: In the document list, look for the review status filter and click on it to select your preferred status.
Q2: Can regular users access and edit company documents?
A2: No, regular users can only view and download company documents. Editing privileges are reserved for administrators.