Organize product and employee documents
Keep files linked to the employees and products they belong to, organized in workspaces with the right access for each audience.
Before you start
In the general settings, Documents section, enable the link with Employees and with Products and choose the workspace for each one. For products, also choose the tags applied by default.
Step by step
1. Add and classify the file
Open the Documents app, choose the workspace and upload the file, or send a request so that another person uploads it. Give the file a clear name and fill in the owner, the contact and the tags. Check which employee or product the document is linked to, instead of identifying it only by the file name.
2. Find documents from the record
On the employee form, click the Documents counter to see the files linked to that employee. Files attached to a product go to the product workspace chosen in the settings, with the default tags. Use filters and tags to separate specifications, commercial documents and receipts.
3. Share, revise and archive
Before creating a share link or sending a request, check who has access to the workspace and which files are selected. When you replace a file, keep it linked to the same employee or product. Archive obsolete documents according to the company procedure, keeping available those that still need to be consulted.
Expected result
Users find the right file from its workspace or from the employee or product form, with the access defined for each audience.
If something goes wrong
If a file does not appear, check the selected workspace, the active filters and whether the document was archived. When you change the access to a workspace, also review the share links already created.