Feature Overview: Company Documents

This article explains the feature overview of the Company Documents functionality Access: Admin/Managers

Welcome to the Settings feature, where you can manage your document preferences, including User Documents and Company Documents. This guide will walk you through the process of configuring your document settings and ensuring a seamless document management experience.

Prerequisites

To access and customise your document settings, you must have a valid account with the necessary permissions granted by your organisation's administrator.

Accessing the Feature

Log in to Your Account: Start by logging in to your account using your credentials.
Navigate to Admin: Once logged in, locate the "Settings" option in the main menu and click on it.
Access Document Settings: Under the "Settings" menu, you will find options for both "User Documents" and "Company Documents." Click on the relevant section to configure your preferences.

Detailed Feature Guide

Section 1: Company Documents

In the "Company Documents" section, you can:

Configure your settings for company-level documents.
Set your preferences for document organisation and notifications.
Choose your default view for company document lists.
Enable or disable notifications related to company document updates.

Tips and Tricks

Customise your document settings to match your workflow and preferences, ensuring an efficient document management experience.
Regularly review your notification settings to stay informed about document changes that matter to you.