`Company Documentation` shows folders for the groups or companies available to the signed-in user.

Company Folder Tree

  • Each company or group appears as a folder group.
  • Folders inside a company show the company folder name.
  • Folder badges can show unread document counts.
  • Folder document counts are based on the folder contents returned for that group.

Role-based Access

  • Depending on group role users can add, edit, and delete company folders.
  • Depending on group role` users can upload documents, delete documents, view read-status details, and export read-status CSV files.
  • Other roles can browse available company folders and open or download available documents.

Select a Company Folder

  1. Open `Company Documentation`.
  2. Expand the required company or group.
  3. Select a folder.
  4. Review the documents in the main table.

Notifications

  • Company folders can have `Enable Notifications` turned on.
  • When enabled and visible to admins or dispatchers, the folder view shows `Notifications Enabled`.
  • Notification-enabled folders can also show document read status and acknowledgement workflow.

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