How do I upload and manage group documents?
文档
Documents is the group's shared file store for insurance papers, registrations, manuals, maintenance paperwork and legal documents, group-wide or attached to a specific asset.
Uploading
- Open Documents and click Upload Document
- Pick the file (PDF, Word, Excel and common image formats)
- Choose a category: insurance, maintenance, manual, registration, legal or other
- Optionally link it to an asset and set an expiry date (useful for insurance and registrations)
- Upload; the whole group can see it
Finding and using documents
- Filter with the category pills or search by name
- The asset column shows whether a file is group-level or tied to one asset
- Download from the row icon
- Expired documents are flagged once their expiry date passes
Good to know
- Any member can upload, view and download; deleting is limited to the uploader or an admin
- Storage is plan-limited: 1 GB on Essential, 5 GB on Professional, 1 TB on Enterprise
- Member certificates (licenses, medicals) have their own section under Licenses; Documents is for group and asset paperwork