Upvoit Documents Tutorial | Upload, Organize & Control Access
Автор: Upvoit
Загружено: 2026-01-22
Просмотров: 0
Описание:
This video is a complete walkthrough of the Document module in Upvoit, created for existing Upvoit users and admins who want to store, organize, and control access to company documents securely.
The Document module allows you to manage public and private documents, organize them using categories and subcategories, and assign access to specific technicians or roles.
In this video, you’ll learn how to:
• Access the Document library in Upvoit
• View all uploaded documents with category and visibility details
• Upload new documents securely
• Set document visibility as Public or Private
• Organize documents using categories and subcategories
• Add descriptions to explain document purpose
• Assign private documents to specific technicians
• Upload supported file types like PDFs and images
• Keep documents secure with role-based access control
This video is ideal for:
✔ Existing Upvoit customers
✔ Admins and managers
✔ Operations and HR teams
✔ Businesses managing internal policies, manuals, or files
By using the Upvoit Document module, you can keep all important files organized, accessible, and secure — all in one place.
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👉 Need help? Visit https://upvoit.com
#Upvoit #DocumentManagement #FileManagement #TeamCollaboration #FieldServiceSoftware
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