The general Document Management tab allows you to upload, view and edit all the documents within the system from one place.
1. Document management in Parim
The Documents Management feature allows you to have a general overview of all the documents in the Parim environment. Documents and/or files can be added into the Parim environment in multiple pages, and materials like instructions, handbooks, guides, and/or policies can be attached directly to sub-categories, i.e. Clients, Locations, Events, People, or in General (Document Management) for all employees and/or clients.
For company-wide information, use the general Document Management tab; for other sub-categories, please go to their respective instruction pages (links listed below).
The Document Access is determined by a person's role, system settings, and/or document sharing settings. While Superadmins and Managers will have comprehensive visibility, Location and Department Supervisors have a more limited or granular access to specific documents. Employees and Clients only see documents that have been shared and are relevant to their work.
2. How to upload a document in the Documents tab
Step 1
Click on the 'Add Document' button and choose a file from the computer
OR
Select a file or several files in the computer folder, and simply drag/drop them into the grey "Drop File Here" area.
Step 2
Add Description and Click 'Start Upload'
Step 3
Choose who can see the document once it's uploaded. The general visibility can be managed byIf you give access to the clients or people to view the documents then they will show under their Documents section when they log into their account.
3. How to read Document Management visibility controls
Visibility starts with where a document is uploaded and how its sharing settings are configured. In the Documents tab, you can see different columns: Description (can be added while uploading a document, or editing), Client, Location, Event, or User (a person's name) is listed next to a file. This tells you where the document was uploaded to and is attached to that specific record.
Next, check the sharing settings.
Specific sharing toggles grant access to related people if the document is tied to a specific sub-category (i.e. Client, Location, Event)
Visible to the related client
Visible to the person or related employees
General sharing toggles grant broad access across the entire system.
Visible to all clients
Visible to all employees
To ensure that no employees and clients see a document, make sure both of the 'all' sharing toggles are turned OFF, and the other sub-category columns are also empty.
4. Editing and Removing Documents
The final two buttons in the Document Management are Edit and Delete.
Edit will allow you to change the Description, but nothing inside the content
Delete will remove the document from the Parim environment permanently
This article only covers the general Document Management.
Please also read how to: