What are Documents?
Documents empower you to organize and access relevant files, all in one convenient place. Documents can be viewed through the navigation menu, or conveniently accessed through an individual’s profile. Documents are thoughtfully categorized into two groups: public documents for easy access by all through the navigation, and private documents nestled within individual profiles. Tailoring your document viewing experience is important and doable through specific features within Documents. They may be filtered by tabs such as favorited and new documents, deemed hidden or viewable by all users, and seamlessly integrated with Equip’s calendar feature.
How Do Documents Work?
Documents are stored in the Document Library, which is designed to streamline document management and collaboration. Users can upload various file types, including PDFs and images, to a central repository. Documents can be favorited for faster access and be assigned to individual student profiles. Permission settings enable controlled access, ensuring that only authorized users can view documents. Additionally, documents can be shared within groups or linked to calendar events and tasks, facilitating seamless integration with other app features.
Benefits of Documents
Documents and the Document Library help users and their support teams with:
Centralized Information: Keeps all important documents in one place, making them easily accessible
Enhanced Organization: Helps users organize documents systematically with folders and tags
Controlled Access: Ensures that sensitive information is only accessible to authorized users
Security: Provides secure storage and regular backups to protect important documents
Convenience: Allows for documents to be accessed quickly and easily
Personalization and Daily Use
Documents allow for easy organization and management of all of your files, just like a virtual filing cabinet. Learn more about how to get started with documents: