We’re excited to introduce a powerful new feature designed to streamline your document management and email workflows!
🗂️ Upload Once, Use Anywhere
You can now upload and manage shared documents in a centralized Global Document Library—accessible to all users within your account. Attach files to emails with ease, organize content by program, and reduce duplicate uploads.
✨ Key Features
- Global Document Library
- Accessible to all users under: Settings → User Settings → Standard Documents
- Upload and manage commonly used file types: PDF, DOCX, XLSX, PPTX, PNG, JPG
- Automatically stores helpful metadata: Title, Filename, File Size, Upload Date
- Smart Email Integration
- When composing emails (such as report deliveries), filter and attach documents on the same screen
- Share the right files without having to upload them repeatedly
📌 Supported Programs
- Construction
- Industrial
- Site-Based Programs
- Education (Coming Soon)
- Investigation (Coming Soon)
- Deficiencies
✅ Why This Matters
This feature makes it easier to:
- Maintain a clean, organized document library
- Ensure team-wide access to approved documents
- Attach the right file at the right time—without digging through folders
Start streamlining your document workflows today! Visit your User Settings to begin.