Docs Overview

Docs are the central hub for managing your work. They allow you to organise tasks, worksheets, and other related information for specific Clients and Sites.

The Docs Directory

The Docs page is your main dashboard for viewing and accessing all existing docs. From here, you can browse through your list of docs, see their current status, and quickly find specific items using filters.

Navigating to Docs

To access the Docs Directory:

1. Log in to the application dashboard.
2. Click on Docs in the main navigation menu.

Searching and Filtering

To help you find docs quickly, the directory includes powerful search and filtering tools:

• Search: Use the search bar at the top of the page to find docs by name, client, or site.
• Filters: Use the dropdown menus to filter the list by specific criteria, such as Client or Site. This is useful when you want to focus on work for a particular customer or location.

Doc Cards

Each doc is represented by a card in the directory. These cards provide a quick summary of the doc, including:

• Doc Name
• Client Name
• Site Name
• Status (e.g., Draft, Review, Approved)
• Dates (Start and End dates, if set)

Clicking on a doc card will take you to the detailed view for that doc, where you can manage its worksheets and settings.