My Company Documents
My Company Documents is a powerful feature within our system designed to facilitate the storage of documents that may not be tied to a specific Company, Project, or Contact but are essential for all users to access. This tool offers the convenience of remote accessibility, making it a versatile alternative to traditional shared drives, especially when you need to access documents from anywhere with an internet connection. In this guide, we'll walk you through the steps to effectively utilize My Company Documents for your document storage needs.
Adding Folders for Organization:
Access My Company Documents:
To begin, navigate to My Company Documents within the system.
Create a New Folder:
Right-click on your division and select "Add New Folder."
Assign a name to the folder and press "Enter" on your keyboard.
Adding Documents to the Folder:
After creating a folder, highlight it.
Select "Attach Document(s)."
Specify the document type, security level, and the folder in which you want to place the document.
Choose the document you wish to upload from your files and click "Save."
Confirmation of Successful Upload:
If the upload is successful, you will see the document appear within the folder you selected.
Managing Documents:
Access Document Options:
Right-click on a document to access various options, such as "Delete Document."
User Rights Requirement:
Please note that the ability to delete documents may require specific User Rights granted by your Administrator. Ensure you have the necessary permissions before attempting to delete documents.
By utilizing My Company Documents, you can efficiently store and manage documents that are relevant to your entire organization, without the need for a physical shared drive or local server. Enjoy the flexibility of remote access and organized document storage, enhancing your team's productivity and collaboration.