Company Documents should be used more for short term documents or documents that need secure interaction and can be available for the client portal. The Document Library is intended to be used to distribute documents that are not associated with a Policy, these can be available only for download in the employee portal.

You have the ability to add documents to the Company level. This can be used as a repository for important company documents or as a way to share documents with the client in the client portal.

Access the Company Documents screen from the Companies tab and clicking on the Documents menu item.

To add a document, click the

button. When the drop-down option is clicked, you have an option to Upload a New Document or Copy an Exiting Document.

Choosing the Upload New Document will open the Upload Document window. After selecting a document you can Change or Remove the documents using the buttons that appear on the screen. You can attach up to 5 documents, all documents uploaded at once will have the same Name AND Description.

The document Type, you can configure the document types in Look-up Maintenance. Specify a Name, and a Description if desired.

When Copy and Exiting Document is clicked, a pop-up window will show.

From here, you can browse existing Company or Assignment documents depending on your role. If you are on the Company Documents Library or Documents screens, you can only search Company level documents. If you are on the Assignment Notes/Communication (Service Orders, Cost Estimates, etc.) or Documents screen, you are able to search both Company and Assignment level documents.

You can define your search by entering known text or if you do not know the name of the file you can pull all documents back. To pull all Company and/or Assignment documents, the search field must be blank and you can click on the search button (magnify glass). The search criteria to find documents is based on the System Name and Description.

You may select multiple documents to save. Information from the existing document will be copied over (System and File Name, Description, and Type).

The results will be displayed in the Results grid; if you need more information about the document, you can hover over the Details Context Icons.

To hide documents, click the eye icon

for each document item. This will hide that document when the Hide Documents link is clicked. If you would like to see the full list of documents including the hidden documents click the

.

To modify screen rights for the Company Documents feature click on the Role Maintenance menu item under Security Maintenance, and select the role you would like to edit. The Screen Name is Company Documents. Removing Add makes it so that role cannot add documents, removing Edit makes it so that role cannot modify the hide column, removing delete makes it so that role cannot delete.