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Documents Module (YESSS so excited)

  • March 24, 2025
  • 1 reply
  • 28 views

ldutton

I’m not sure if I have access to documents from early access or not but I so excited here are my comments

NEEDS

  1. a link that takes a mobile user to a preview of the newest version of the document directly
  2. document access should be able to be controlled at the site level & group level similar to templates i.e. the whole site or member of this group who are also member of this site or all users
  3. make it easier to link a document into a template here is what it ends up looking like when i paste the link into a template

 

 

NICE

  1. the ability to link documents to actions
  2. the ability to link documents to issues
  3. to see what templates use this document 

Maybe 

  1. the ability to comment on document (similar to how you can on actions and issues)
  2. access history - so we can see who all opened the docuement

1 reply

esusatyo
SafetyCulture Crew
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  • SafetyCulture Crew
  • 11 replies
  • March 27, 2025

Hi ​@ldutton , it’s great to see you jump on the Documents bandwagon nice and early. I’m Enrico from the Documents team and I’m excited to see you already using the feature in creative ways!

We share your concern regarding linking the document into template as well. We also have linking to training in mind. We’re working hard to have that in the product, ensuring great experience for the document viewer and template creator.

With respect to groups & site access - that is also what we’ve heard from other customers. We’re a bit further away from that, but it’s also on our radar.

I also hear about the other nice to have and maybe features that you mentioned above. Stay tuned!

Cheers

Enrico


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