What are company documents?
Understand company documents. This article details the various types of company documents and their importance in project management.
- Log In to BuildPass
Access your BuildPass account using your login credentials.
2. Access the Documents Section
Once logged in, navigate to the "Documents" section on your BuildPass dashboard.
3. Understand Document Categories
In the "Documents" section, you'll find three categories: a. Project Documents: Documents specific to a particular project (e.g., Charles Street Primary School). b. Company Documents: Documents related to your company and accessible company-wide across all projects. c. Other Documents: Miscellaneous documents you want to upload to your BuildPass account.
4. Accessing Project Documents
Click on "Project Documents" to access documents specific to the project you're currently working on.
5. Share Project Documents with Workers
To make a project document available to workers, follow these steps: a. Select the document you want to share. b. Click on the "Edit" option for that document. c. Choose "Make Available to Workers." d. The document will now be accessible to workers associated with the project.
6. Limit Access to Internal Use
If you don't want a project document to be available to workers, you can follow these steps: a. Select the document. b. Click on the "Edit" option. c. Uncheck the "Make Available to Workers" option. d. The document will remain viewable internally but won't be accessible to workers.
7. Managing Company and Other Documents
You can apply the same principles mentioned above for company and other documents.For company documents, select the document, click "Edit," and choose "Make Available to Workers" or uncheck the option as needed.
For other documents, follow the same process to share or restrict access.