Company Knowledge Base
Nate Montgomery @ SmartSuite
Merged in a post:
Document repository please
M
Mary Bone
Having a central document repository that would have all forms, documents created in one location. Having them in each solution is great in the beginning but when you have to remember where you actually created them to change them, it can sometimes be daunting. And/or is there anyway to reference what solution they are in, when you use the link?
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Mary Bone
potentially it's an add on to the settings area or in the main application drop down like you have to create automations, types of documents are form views, and/or documents made with document designer. Referencing not sure I understand that question.
Jon Darbyshire
Great to hear your perspective, Mary Bone! I have a few more questions for you:
- Could you please specify the types of documents you would like to be included in the central repository?
- What features would you like to see in the document repository to make it more user-friendly and efficient?
- Could you provide more details on how you envision the referencing system for the solutions where the documents are used?